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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE ?????????


This page outlines all you need to know in order to get set up with and use Adobe Sign with your Reapit Agency Cloud software



Expand
titleWhat is Adobe Sign?

Adobe Sign is a cloud-based e-signature service that allows a user to send, sign, track, and manage signature processes using a browser or mobile device


Making a request for using Adobe Sign with Reapit Agency Cloud


  • Your Reapit Key Contact needs to complete a request form

  • Click here to access the form on the Reapit Service Desk portal

  • In order to progress with a request, the following information is required

    Expand
    titleRequired information
    1. The number of required user licenses

    2. Which documents are required for use with Adobe Sign 
      Integration entitlement is the conversion of up to 5 existing letters within your Reapit software

    3. Which approver types should be included for each document

    4. A design brief for each document
      This should show the placement of signatures, initials or other Adobe Sign fields required

    5. Fields that are mandatory for completion when received by your approvers
      These are fields which the approver has to complete/sign in order to submit a document via Adobe Sign



  • See the following Key Pointspoints section for assistance with the document types, approvers & actions available for use with Adobe Sign and your Reapit software


Key points


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titleStandard licence models
  • 1 licence per staff member
  • Documents are sent from the individual user
  • Fair Usage Policy (FUP) - 300 document per licence per annum


Expand
titleMost requested documents for Adobe Sign integration, including normal signatories


Expand
titleSales


Business processDocument typeApprovers (in order)Action per approver
Agreement of contract between agent & vendorSales agreements (e.g. terms of business)

1. Property Manager

2. Up to two vendors

Signature

Signature

Terms & conditions of contract to act on behalf of vendorTerms & conditions

1. Property Manager

2. Up to two vendors

Signature

Signature

Request for vendor approval of property particularsBrochure approval

1. Up to two vendors

Signature



Expand
titleLettings


Business processDocument typeApprovers (in order)Action per approver
Tenancy agreement between landlord and prospective tenantTenancy agreements

1. Up to four tenants

2. Up to four guarantors

3. Up to four landlords*

Signature, initials

Signature

Signature, initials

Agreement of contract between agent and landlordLettings agreements (e.g. terms of business)1. Property ManagerSignature
Terms & conditions of contract to act on behalf of landlordTerms & conditions

1. Property Manager

2. Up to two vendors???

3. Up to four landlords

Signature

Signature

Signature

Request for landlord approval of property particularsBrochure approval

1. Up to two vendors???

Signature

* An agent may sign on behalf of the landlord - under these circumstances, the approving landlord will be replaced with an internal approver 


Expand
titleAvailable approver types & actions


Expand
titleApprover types
  • Applicants x 4
  • Vendors x 2
  • Buyers x 2
  • Vendor solicitor
  • Tenants x 4
  • Landlords x 4
  • Guarantors x 4
  • Property Manager
  • Tenancy Manager
  • Selling Negotiator
  • Applicant Negotiator
  • Logged Negotiator


Expand
titleAvailable actions
  • Add signatures
  • Add initials
  • Select via check boxes
  • Select via radio buttons
  • Free-type text boxes (single line)

When added separate to signature*:

  • Date when signed
  • Full name of signee

* These details are included as standard with all signatures for all approvers - however, they are available as separate stand-alone fields for the first approver






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