Before you begin
- Confirm the unit, tenancy terms and all tenant and guarantor details.
- Have an appropriate published agreement template available.
- Decide whether the agreement will follow the simulated electronic-signature route or is already signed offline.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
See which signatures are still outstanding and retain a clear copy of the applicable version.
What the workflow coordinates
The form previews tenancy terms, offers signing-order choices and displays document progress and signer counts; it describes the offline route’s immediate activation behavior.
What people review
People select the correct template, check parties and terms, choose the route/order and confirm that every required signature is present.
Choose an appropriate published template
Open Settings and Agreement templates to check the intended template and its publication status. Published versions are locked and editing creates a new version, so distinguish the approved version from a draft before preparing an agreement.
The template version is published and appropriate to the tenancy.
The template version is published and appropriate to the tenancy.
Review property, people and terms
In the tenancy preparation form, confirm the property, tenants, start/end dates, rent, deposit and due day against the agreement preview. Add the required tenant details and any guarantors before treating the signer list as complete.
The preview reflects the intended property, parties and financial terms.
The preview reflects the intended property, parties and financial terms.
Choose the signing route
Select Send for e-signature when using the prototype signing journey, or Signed offline when the agreement has already been signed on paper. The offline route asks for the signed PDF and states that the tenancy becomes active straight away, so review that choice before proceeding.
The selected route matches how the agreement was actually signed or will be signed.
The selected route matches how the agreement was actually signed or will be signed.
Check the signing order
Review the available order options and choose the one agreed for the transaction. The form offers landlord-last, any order or one-after-another, and states that every tenant and guarantor receives an individual link.
All required signers and their intended sequence are accounted for.
All required signers and their intended sequence are accounted for.
Monitor progress in Agreements
Open Agreements and use Awaiting signature or the attention banner to find documents that need follow-up. Read the signer count and status, because Viewed or Partially signed does not mean that every party has signed.
Outstanding signatures are identified by document and signer count.
Outstanding signatures are identified by document and signer count.
Inspect the completed version
The selected tenancy has no agreement version/signers record on file. The current Agreements tab is illustrated instead. Use the adjacent current record or contact the team to confirm this workflow’s availability.
Agreement versions and signers
The selected tenancy has no agreement version/signers record on file. The current Agreements tab is illustrated instead.
Confirm current availability before attempting this stage.
Check the tenant-facing reference
Review the tenancy’s Agreements and Documents records and the intended tenant portal document list. Confirm the relevant completed version is the one staff and tenant should refer to, while treating download controls according to their simulation label.
The intended agreement reference is consistent across the linked records.
The intended agreement reference is consistent across the linked records.
What you should have at the end
The agreement can be prepared from a published template and tracked by signer and version, with a clear distinction between pending and fully signed records.
Demonstration notes and availability
- Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
- This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.
- Current demo limits: The selected tenancy has no agreement version/signers record on file. The current Agreements tab is illustrated instead.
Useful answers
Is a partially signed agreement complete?+
No. The form states that an agreement is signed only when everyone has signed, including every tenant and guarantor.
Why is a draft template absent from the tenancy selector?+
The manual tenancy form says only published templates are listed. Review publication status in Agreement templates rather than expecting an unpublished draft to appear.
Can I edit a signed agreement directly?+
Signed versions are labeled locked and changes require a new version. Use the amendment workflow to preserve the signed document’s history.