RSign® service integration with Yardi allows Admins to set up leases in Yardi linked to RSign® Templates, and to automatically populate the leases with existing client information in Yardi to save time and provide a seamless experience to clients. Once the setup is complete, users can start sending leases for their clients to fill out and e-sign directly from Yardi.
This article covers the following topics:
Installation
By default, the RSign® services is available in the system. Admin Users need to authenticate with their RSign® credentials, following these simple steps:
How to connect to the RSign® system:
1. Click on Org Admin – Standards – Partner Authentication
2. Select RSign and type in your organization’s Reference Key (provided by RSign® Support team)
Creating Lease Templates:
Creating the Lease template in the RSign® system
Note: in order to link a Yardi Lease to an RSign® Template, first you need to create the template in the RSign® system. To learn more about RSign® Templates, please see this article, How to Create an RSign Template.
1. Create your form template in the RSign® system
2. Save it and copy the Template ID (to be used in step 3 of the following section)
Optional: The RSign® service integration with Yardi allows to automatically populate forms with existing information in Yardi.
1. In Yardi, navigate to Org Admin – Document Designer
2. Copy the names of the fields that you wish to auto populate into RSign® via API (e.g.: acct_id, rental_id, unit_number)
3. Back in the RSign® system, name the fillable fields with the corresponding field names in Yardi.
Linking a Yardi Lease to a previously created RSign Template
1. Click on Org Admin – Document Designer
2. Select PDF to create new lease
3. Fill in the corresponding RSign® Template ID and click OK
4. Add the list of Yardi fields that are included in the RSign® Template