1. Set up the management contract template
To generate the management contract template with the proprietary, click on your email address at the upper-right corner of the screen and click on Account Settings.
Once here, click on Templates and Add template to create the management contract template. You can create as many templates as the number of contract models you use.
A small space will then appear for the template name, the template type option (choose “signatures” in this case) and another one for the contract text. Paste if you already have a preconfigured contract template here and include the variables in the available slots (personal data, property information, dates, etc.). To include the variables, click on Contracts in the upper left corner and all the possible fields to fill in will appear.
⚠️The data on dates, amounts, etc. will appear in the Management Contract fields, the Contract fields are for rental contracts with tenants.
2. Create the contract document from the templates
Once the template is created, go to the property tab in the vertical menu on the left-side of the creen and click on the card of the property in which you want to generate the management contract.
Once in the property page, in the Details tab, open the Management Contracts drop-down and click on Add.
💡If the proprietary's contact has not been added yet, create it first in the Proprietary section of the property.
In this tab, assign the owner that corresponds to the property, name the contract and add the start and end dates of the contract. Choose the contract model (sublease, third-party management... you work with and fill in the fee or agreed on rent fields that will newly appear.
Once all these fields have been filled out, click on the Save and continue option.
In this page, choose the template created in the previous step. The chosen variables will automatically fill in if the information required: proprietary data, property data... has previously been filled. If there's a field missing, it will be underlined in yellow for an easy identification.
Once the information in the template is filled and correct, click on Generate document to generate a PDF of the contract. Click on the Next button to continue to the digital signature.
If you would prefer to work without templates, upload the PDF of the contract in the Drag and drop section.
3. Request their signature
The next step is to request the signature of the parties. Once you click Next you will be taken to the Add Signature page. At the top, choose whether to send the document to the signatories in parallel, to send it to all parties at the same time, or sequentially, to send it in order. You can also delete or add as many signatories as you want.
Fill in the name and email address fields to send the signature request to, and the subject and body of the message that will be sent to them. Once they have signed, you will receive a notification in the bell icon in the upper right corner.
