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
- Work through Add lease as usual (see the Leases chapter). For tenants to sign in Kera, keep Invite tenants to the lease on.
- 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.
- On the document card, select Place signature fields (or Review and add signatures for a filled form). Kera's PDF editor opens in Prepare.
- In Recipients, set each person to Signs, Copy or None, choose the Signing order, and set This offer expires in.
- Add fields from the Fields panel and assign each to a signer (next article).
- Select Save (or Save and continue) in the editor.
- 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."
- 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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