The Documents dashboard grid displays detailed information about leasing documents for the property selected in the dashboard's property filter, and is dynamic according to the data points you click on the dashboard tiles. In the grid, you can click the Next Step button, if applicable, or the Actions () button in the row of the prospect or resident for whom you want to complete the next step in the document workflow.
Field | Description |
Person | Name of the guest, resident, or guarantor with whom the document is associated. |
Property | Property and unit with which the document is associated. |
Type | Guarantor Documents Move In Lease Documents Renewal Documents Other Documents |
Status | Manage Document Document requires steps to be completed in the manage lease workflow. Get Signature Document requires a prospect, resident, or guarantor signature. Pending Agent Countersign Document requires an agent countersignature.
NOTE In this status, agents can countersign new and renewal leases in bulk by selecting the checkbox next to all appropriate documents.
Pending Regenerate Lease Document requires regeneration. |
Document Name | When a document is in Get Signature or Pending Agent Countersign status, click the hyperlink in this column to open a preview of the document in a separate browser window. |
Pending Signature | Number of people (prospect, resident, guarantor, or leasing agent) who still need to sign the document. |
Next Step | Click to perform the next step in the workflow.
NOTE A Next Step button does not appear for every customer. It only appears when a definite and unique next step exists. |
Actions | Click to view a submenu for more options. Click a submenu item to be automatically directed to a screen in the system where you can complete next steps for the document.
NOTE The submenu items that appear when you click Actions depend upon the document type and status. |