Overview

This guide explains the required SiteLink configuration to enable electronic signatures (eSign) during the tenant checkout and online move-in process. All steps below are based on SiteLink’s official eSign functionality and documented requirements.

Proper setup is required before eSign can be enabled or supported.

Prerequisites

Before starting, confirm:

• You are using SiteLink Web Edition

• You have permission to access Setup settings

• Your leases are available as editable forms in SiteLink

Step 1: Enable SiteLink eSign

1. Log into SiteLink Web Edition

2. Navigate to Setup

3. Select SiteLink eSign

4. From the drop-down menu, choose SiteLink eSign

5. Check Enable electronic leases

6. (Optional) Enable CC site when emailing documents

7. Click OK to save

If this step is not completed, electronic signatures cannot be used anywhere in the system.

Step 2: Configure Lease Forms for eSign

SiteLink requires specific eSign keywords inside the lease document in order to capture signatures.

Lease Requirements

Your lease must:

• Be a standard SiteLink lease form (not a custom category)

• Be marked as Used (active)

• Contain at least one eSign keyword

Common eSign Keywords

• <ESign.Signature1>

• <ESign.Date1>

Additional signature fields may be added if needed.

How to Edit a Lease

1. Go to Setup → Form Setup

2. Select your lease document

3. Click Edit

4. Insert required eSign keywords where signatures should appear

5. Save the form

Without an eSign keyword, SiteLink cannot trigger the signature step.

Step 3: Activate the Lease

1. Go to Setup → Form Setup

2. Select the lease

3. Confirm it is marked Used

4. Deactivate old or unused versions to prevent conflicts

Only active (Used) leases are available for eSign and online checkout.

Step 4: Assign Leases to Unit Types

Each unit type must have a lease assigned.

1. Go to Setup → Units → Unit Types

2. Select a unit type

3. Assign the correct lease

4. Save changes

5. Repeat for all unit types available for online rental

If a unit type has no lease assigned, eSign will not appear during checkout.

If a unit type has a lease assigned that is not active and/or does not have eSign keyword the eSign functionality will not work.

Step 5: Enable Online Move-Ins (If Applicable)

For eSign to work during online rentals:

1. Go to Setup → Company Preferences → Online Rentals

2. Confirm Online Move-Ins are enabled

3. Ensure lease acceptance is required during checkout

4. Confirm the site is not set to Reserve Only

Online rentals will not trigger eSign if checkout is disabled.

Step 6: Final Validation

Before requesting activation or support:

• Test an online move-in

• Confirm the lease appears

• Confirm the signature prompt displays

• Verify signed documents are stored correctly
  

When to Contact Support

Contact support if:

• eSign is enabled but not triggering

• Leases appear but cannot be signed

• Online checkout completes without a lease

• You are unsure which lease version is active

Include:

• SiteLink location name(s)

• Screenshots of lease setup

• Unit type configuration