How do I send a lease for signature when I add it?

ForLandlordsProperty managers

Who can do this

Landlords, Organization admins, members who can create leases.

Where to find it

Leases → Add lease → Add the lease document step.

Steps

  1. Work through Add lease as usual (see the Leases chapter). For tenants to sign in Kera, keep Invite tenants to the lease on.
  2. On Add the lease document, attach a document: Use the standard lease (where the province has one), a saved template under Your templates, Upload a lease (PDF or Word), or Generate with Kera AI.
  3. On the document card, select Place signature fields (or Review and add signatures for a filled form). Kera's PDF editor opens in Prepare.
  4. In Recipients, set each person to Signs, Copy or None, choose the Signing order, and set This offer expires in.
  5. Add fields from the Fields panel and assign each to a signer (next article).
  6. Select Save (or Save and continue) in the editor.
  7. Back on the step, the card reads "Who signs · <order>" with each signer and their field count, and "Tenants sign in Kera after you add the lease."
  8. Finish the remaining steps and select Add lease.

What happens next

The lease saves and the request is sent. The lease page shows a Signatures card ("0 of <n> signed"). Each signer whose turn it is gets an email ("You have a document to review on Kera" for account holders, "You have a document to sign" for guests) and an in-app notification. In order mode, later signers are emailed when it's their turn ("It's your turn to sign").

Good to know

  • The document card's More options menu has Download and Remove.
  • An uploaded PDF can be saved as a template with Save as a template for <province> leases ("Next time, start your lease from it."). Word files can't be saved as templates. Needs Upload Documents.
  • Check compliance runs Kera's lease review (see the Leases chapter).

Troubleshooting

  • "The lease was saved, but it wasn't sent for signature" with "Open the lease and use its Signatures panel to choose who signs.": you never chose signers. Edit the lease and set up signing.
  • "Someone still needs a role…": usually the owner. Give them Signs, Copy or None, then send again.
  • "<email> is switched off for invites. Turn their invite on, or remove them from the signers, then send it from the lease."
  • With no document attached, nothing is sent and no warning appears.
  • Kera never picks signers or places fields automatically.
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