How to Send a Contract for Signing by Email in Housing Market CRM
Tutorial 81 of 181 · 1 min 41 s
When your client is not in the room, Housing Market CRM can send a contract to them for signing by email. This tutorial opens a contract in Documents, uses Send for signature to give a seller their own signing link, and reads the status that appears: sent, opened, signed. It shows the plain-language warning about what a remote signature does and does not prove, how to withdraw links that have not been used, and how to download the signature record, the signed document with who signed it, when and against which hash.
In this tutorial you will learn
- How to send a contract to a client by email
- What each status means, from sent to signed
- What a remote signature proves, and what it does not
- How to withdraw a link, and how to download the signature record
Follow along: the steps
- Open your Housing Market CRM account.
- Open Properties in the left menu.
- Click Documents.
- Your contracts are kept with the contact they belong to.
- Click Open contact.
- Open the contract you want signed.
- Below the in-person signature is Sent for signature.
- Read the note: a remote signature shows access to an email address, not identity.
- Click Send for signature.
- Choose who is signing.
- Type their name…
- …and their email address.
- Click Send for signature.
- The signer appears with their status.
- The link expires after two weeks.
- You never see the link itself, so it cannot be forwarded by mistake.
- Changed your mind? Withdraw the links that are still unused.
- Close this contract.
- Open the contact of a contract that is already signed.
- Open the contract.
- Each signer shows when they opened and signed.
- Download the signature record for your files.
- It lists who signed, when, and against which document hash.