Do you have a Standard or Business Pro DocuSign account? If so you can link your DocuSign and Intellirent accounts together to then have all the data collected on the Intellirent application auto-populate to your lease documents within your DocuSign account.
In this article we'll cover:
To begin, connect your DocuSign account by navigating to Settings using the drop down menu below your name.
Click on Integrations and scroll down to DocuSign.
Click Link to DocuSign.
You may need to log back into DocuSign to then authorize the integration.
After you are signed in, your DocuSign and Intellirent accounts will be connected!
If you ever need to disconnect, simply click Disconnect.
Using the Integration
Next, make sure your DocuSign account is ready for the integration by navigating back to your DocuSign account and creating at least one template, and adding fields to the documents within the template. This should be done before attempting to transfer application data through the integration.
Once templates are created, you can then add Custom fields. The Custom Fields are going to be specific to data collected in Intellirent.
Only after your DocuSign and Intellirent accounts are linked will the Custom Fields populate within your DocuSign account.
After you have custom fields added to your documents, then you will go back into your Intellirent account to transfer data.
Within your Intellirent account navigate to the Renter Resume of the desired application you would like to create a lease for. Once in the Renter Resume, you will see your active integrations at the top.
If you have more than one Integration activated, you will need to select from the Integrations drop down.
Click on the DocuSign logo to create your envelope for the application. A Send to DocuSign modal will pop up with a drop down of the templates you have already created in DocuSign.
From the modal, Select a Template.
Then, Select a Document, and click Create Envelope.
Learn about adding one or more files to the template by following DocuSigns regular procedure described in Add Files.
Intellirent is now creating the DocuSign Envelope for you!
After the Envelope is ready, you will see a new icon to the left of the DocuSign logo. Click the envelope icon to access/open the envelope in DocuSign.
Create additional DocuSign Envelopes for this applicant by clicking the DocuSign logo.
Still need help? Submit a support request here.