How do I send the lease for signature from Add lease?
ForLandlordsProperty managers
Who can do this
Landlord, Organization admin, Organization members with Create Leases and Edit Leases.
Where to find it
Add lease → Add the lease document, after attaching a document.
Steps
- Click Place signature fields. The signing editor opens in build mode.
- Place a signature field (and any initials or dates) for yourself and each tenant.
- Optional: in the editor's recipients, choose One after another to set a signing order, or set someone to receive a copy only. The card's label changes, for example "Who signs · <tenant> first, then you".
- Save. The button now reads Edit signature fields and each signer's badge shows their field count ("1 field", "2 fields").
- Finish the lease and click Add lease.
What happens next
On save, Kera creates the signing request and each signer gets a signing email. The lease page shows a Signatures card with each recipient's status. Full details of the editor and signing are in chapter 08.
Good to know
A role with Create Leases but not Edit Leases can attach a document but sees no Place signature fields and no Who signs list.
Troubleshooting
- "Lease saved, but not sent for signature" (with a reason): the lease saved, but fields weren't assigned to everyone or the send failed. Open the lease and send it from the document or the Signatures card.
- "Assign every signature on the lease to someone before sending." blocks the save when a signature box in the filled standard lease isn't assigned. Assign it in Prepare and save again.
- If your own required fields aren't finished, the document step reopens with an error.
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