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What e-signature features are available in agentOS?

agentOS offers integrated e-signing tools that let you send documents to multiple recipients, track status in real-time, and store signed documents automatically against relevant records.

agentOS provides comprehensive e-signature functionality that streamlines your document signing process. With the integrated e-signing tools, you can send documents to multiple recipients in one envelope, making it efficient to gather signatures from landlords, tenants, and guarantors simultaneously.

Key features include:

Multi-recipient envelopes - Send tenancy agreements along with any additional documents to all required parties in a single action.

Real-time tracking - Monitor document status directly from your agentOS account, so you always know who has signed and who still needs to complete the process. (Office > Signatures)

Automatic storage - Signed documents are automatically stored against the relevant property, tenancy, or contact records, ensuring everything stays organised.

Remote signing - All parties can sign remotely through a legal and secure signing process, eliminating the need for in-person meetings or postal delays.

The e-signature functionality integrates seamlessly with your agentOS workflow, whether you use the built-in Signable service or connect your existing Signable or DocuSign account.

If you need help setting up e-signature services, contact the Onboarding Team at onboarding@agentos.com (for new clients) or the Support Team at support@agentos.com (for existing clients).