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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


 What 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

Getting set-up 

  • Set up an Account with Adobe Sign and begin the Reapit integration process
    Your Reapit Key Contact should first contact your Reapit Client Success Manager (CSM) to get this process started

  • Complete a request form
    Part of the set-up process will involve completing a request form on the Reapit Service Desk portal
    This form needs to be completed by your Reapit Key Contact 

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

     Required 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 points section for information on the document types, approver types and actions available for use with Adobe Sign and your Reapit software


Key points


 Standard licence models
  • 1 licence per staff member
  • Documents are sent from the individual user
  • Fair Usage Policy (FUP) - 300 document per licence per annum
 Most requested documents for Adobe Sign integration, including normal signatories
 Sales
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

 Lettings
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 four landlords

Signature

Signature

Signature

Request for landlord approval of property particularsBrochure approval

1. Up to two landlords

Signature

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

 Available approver types & actions
 Approver 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
 Available 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


Frequently Asked Questions


 What is the cost of the integration per license?

The standard cost per license is £150 plus VAT per annum


 Are there any other additional costs?

The standard Reapit integration entitlement per company includes:

  • Updates to 5 existing letter templates (within Reapit Agency Cloud) for use via Adobe Sign

  • The inclusion of a reasonable number of Adobe Sign tags within each letter template
    Usually around 10 - 15 tags including signatures, initials, fill in fields, radio buttons or check boxes

  • Any work required outside of this scope (e.g. new letters to be added to Reapit software or merge codes to be added to existing Reapit letters) will be subject to the usual costs for custom template work


 What is included with each license purchased?

Each license covers the delivery of up to 300 documents per annum (fair usage policy) and also allows for a separate email address to be used to deliver and receive your documents via Adobe Sign

Document fair usage is an accumulative amount for the whole account, so multiple licenses can be purchased to increase the limit company-wide


 What is the standard license model used within the Reapit integration?

1 license per staff member (user level)


 What do I need to provide Reapit to allow them to complete the integration?

See the IN DEV (need to lift restrictions) Adobe Sign with Reapit Agency Cloud section at the top of this page for detail on this


 What happens if we already have an existing contract with Adobe Sign?

In these circumstances, you will need to provide your Reapit Client Success Manager (CSM) with a copy of your existing contract or details including the following:

  • Lead account name (email address)

  • Current contract expiry/renewal date


 When is this integration available?

The integration is available now, subject to Reapit receiving all required information as detailed above

Any further detail required will be outlined to you as part of the setup process


 How long will it take for Reapit to set up the integration?

For a standard Adobe Sign integration, delivery is expected between 2 - 4 weeks once all initial detail has been provided to Reapit




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