Managing eSignature Requests

Upon initiating an eSignature request, an email is sent to each signer.
Note:
Only residents signing via the eSignature feature will receive an email. Residents signing via the On-the-Spot
eSignature app will complete the signing process immediately in the leasing office with the mobile device you’ve downloaded the On-the-Spot app to.

Each signer will be able to view the documents simultaneously. Once any resident makes a selection on a form and signs it, the other residents are notified on-screen that another resident has updated the form.

The owner/owner’s representative will receive an email notification once all the residents have signed the document(s). The owner/owner’s representative will then need to log into their Blue Moon account to sign and finalize the process.

Once the document(s) are signed by all parties, each resident and the owner/owner’s representative will receive an email confirmation including a link to download their completed document(s).

Collecting Signatures using the eSignature System

Document(s) can be finalized by performing the following steps:

1. Log into the Click & Lease program online.
2. Click the Lease Records tab and then click the Manage eSignatures option.
   
   Note:
   All pending eSignature requests will display. To adjust which requests display on this page use the Display menu to change the view from Pending to Entire History, Executed, or Lapsed.
   
   
3. Each request displays the names of the signing parties (residents). A green check mark will appear next to the names of residents who have signed their documents. Click on Manage to the right of any record to view more details. (If all the residents have signed, the button will instead say Execute.)
   
   
4. The following screen displays additional information about the request including: 1) resident names, 2) resident email addresses, 3) the signing method each resident chose, and 4) the signature status.
   
   Note:
   The top of the screen displays a general status of the record. A record will either be awaiting signatures, or will be ready for you to execute.
   
   If you need to update any resident’s email address, you may do so by clicking on the email address.
   You may then update the address and click Save.
    
   To resend the request to the new email address, click on resend email underneath the signing method.
   
   If you need to change a resident’s signing method, for instance, they originally requested to sign via eSignature (email) but they’ve instead later walked into your office and would rather sign on-the-spot, simply click the triangle next to the signing method and select the new method. (You cannot change the signing method if the resident has already signed their document(s).)
   
   Remember, if a resident is switching to the On-the-Spot method they will complete the signing process in your leasing office on the mobile device you’ve downloaded the On-the-Spot eSignature app to. Conversely, if a resident is switching to the eSignature method, you’ll need to click resend email to trigger the email notification to them.
   
   You will only be able to toggle between the two signing methods if you have both the eSignature and On-the-Spot app features activated in your Blue Moon settings.
   
   
5. If all the residents have signed and you are ready to sign and finalize the process, enter your full name and initials in the appropriate fields at the top of the screen.
   
   
6. Click Execute Lease Now. A pop-up message will confirm that the document(s) have been signed.

We advise you to print and/or save a final copy of the document(s) to which a receipt page has been appended, by clicking the View Lease Package button. The signing parties will also receive confirmation via email once the document(s) are signed, and they are also advised to print and/or save a copy of the executed document for their records. Subsequent to expiration of the documents, the receipt can still be accessed by clicking the View Signature Receipt button in the same location.

Collecting Signatures using the On-the-Spot App

Document(s) can be finalized by performing the following steps:

1. Log into the On-the-Spot app on your mobile device.
   
   
   
2. Once logged in, you’ll see a list of pending eSignature requests.
   
   If there are multiple properties linked to your Blue Moon account, you’ll see a Switch Property button at the top of the screen. Clicking the button allows you to switch to another property’s view so that the pending eSignature requests for the selected property are displayed.
   Note:
   Most accounts are established for just one property. Only in special circumstances will your account have multiple properties linked to it, so you may not see the Switch Property button.
   
   You may adjust the number of records displayed by using the Show Entries drop-down menu. You may also search the records by unit number or resident’s name using the Search field.
   
   If the signing process for a record has not started, the status button will read “Unstarted” and appear blue. The status next to each resident’s name will be “ready.”
   
   
   If the signing process for a record has started, the status button will read “In Progress” and appear orange. The status next to each resident’s name will vary between “ready,” “started,” and “finished.”
   
   
3. If you’re using the On-the-Spot app you likely have a resident in front of you ready to sign their documents. Locate the resident’s record and click the button in the “Status” column.
   
   
4. The next screen will ask “Who is Signing?” Tap the signer’s name.
   
   At this point you'll hand the tablet to the signer.
   
   
5. Signing documents via a mobile device requires two-step verification to ensure the person completing the process is who they say they are. The signer will choose a preferred method to receive a PIN.
   
   
6. Their choices include by text message or by email. Once a method is selected and either a phone number or email address is entered, the signer will tap Send PIN.
7. The signer will receive their PIN via text or email and will then need to verify the PIN by entering it on the next screen and tapping Verify PIN.
   
   
8. If the signer has entered the correct PIN, the signing process then begins. They will agree to a Consumer Disclosure, create a digital signature, view their documents, and sign each page.
9. Once the signer is finished, the next On-the-Spot signer will follow steps 5 through 7 to complete the process.
10. Once all the residents have signed their documents, you are then able to sign and complete. You may do so in the On-the-Spot app or in the Manage eSignatures section in your Blue Moon account.
    Note:
    If you wish to sign and complete the process in the Manage eSignatures section in your Blue Moon account, you’ll follow the steps in the previous section titled “Collecting Signatures using the eSignature System.”
    
    If you wish to sign and complete the process in the On-the-Spot app, you'll continue with the steps below.
    
    
11. Tap the Complete button for the record whose residents have all signed.
    
    
12. Enter your name and initials. Then enter the password you used when you created your account in the
    On-the-Spot app. Tap the Complete button.
    
    
13. You’ve just completed the signing process On-the-Spot! You and each resident will receive a confirmation email with a link to the signed documents for download.