How To eSign California Lease Renewal

How to document type e sign lease renewal california

this video is to show you how to send a lease renewal package first thing you want to do is you want to log in to zip forms under Lisa zip forms that is where the template is already created you want to create a transaction and this one we're gonna call test lease renewal Pete transaction type is the lease and you want to apply the template renewal lease and click Save notice that it create a new transaction go into the transaction open it notice has a lease renewal and waste removal letter inspection needed along with the residential lease 10 acknowledgments cost the moving and move out procedures next thing I want to do is you want to click on e sign and select all now if the lease renewal and there's no inspection needed you remove this one if the inspection is needed then you remove this lease renewal in this case we're setting out there is no inspection needed we had the inspection was completed so I'm gonna click on next I'm gonna click on next again and this will now open up DocuSign once it opens up DocuSign it's going to it's going to apply some templates notice here it has a hundred percent for lease renewal cover letter 10 acknowledgment move outs residential lease and 81 percent for lease renewal cover letter so we're gonna uncheck the lease renewal cover letter with inspection needed because we don't need that one we have it up here I'm going to click apply this will then apply the tags that's needed for everybody to sign now notice up here you can drag down you got the assistant property manager fire one buyer to an empire which Empire is our property manager that's going to sign for this lease this lease renewal now notice on the APM that there is some sections here for example down here where they'll have to fill stuff out so since the APM is actually doing this they they must put their email in first and then actually send this to themselves the reason why they can't fill this out right now is because they're actually logged in as Lisa okay so to set all this up you're gonna click on go back so just so you know at this point all of your documents as you scroll to the right you can see the yellow ones mean that they need a lot that they need signatures and you can see who needs to sign by clicking down here by r1 by r2 and an empire so at this point in time all of your documents are ready to be they're tagged to be to be signed so we click go back now the form the format that we want is whether they want the we want the letter first so make that one we want the cost of moving second so you make that two and then you have the lease acknowledgments and the move out procedures also you want to make sure that the APM is one the buyer one is to buy or two is three and an empire is four now if there's only one Sider you can remove buyer two and it'll delete the recipients and the tags great so you must have the emails here so you can add Karla buyer one might be might be it's gonna be a resident and you put his name in so you will need the residents information buyer - might be the wife and then on the fourth one you always want to make it Lisa so that she'll get the signature if you scroll down here there's a email that says here so let's say Carla is centeredness so we work for Colin here and the month to month would be and so you want to put that in here once that's done you can go ahead and make sure that that you enable the reminders and you want to send a reminder maybe three days and then do it every 30 days Center mana every cent our modern email to the signer in three days and then send one every five days and expire in 120 days something like that and then you just click on next and that is how you set up a lease renewal