How do I see and import DocuSign envelopes?
ForLandlordsProperty managers
Who can do this
Landlords and Organization admins with a DocuSign account connected in Settings → Integrations (see the Settings chapter).
Where to find it
Documents → Files tab, top level.
Steps
- Envelope rows from DocuSign appear at the top level of Files.
- To see one in DocuSign, use its More actions → View in DocuSign.
- To bring a copy into Kera, use the import action on the row.
What happens next
The imported file appears in Files with the DocuSign badge. If it's linked to a property, it's shared with that property's owners by default.
Good to know
If Kera can't tell which property the envelope belongs to, it shows "Import DocuSign documents from a lease" / "Open the lease, then choose Link documents in its Documents section." Do that from the lease (see "How do I link existing documents to a lease?").
Limits
Envelope rows don't show inside folders or on other tabs. Imported DocuSign documents can be archived but not deleted. Kera doesn't send envelopes through DocuSign; it only imports them.
Troubleshooting
"Couldn't link documents" means the target property, unit or lease isn't one you manage (or is deleted).
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