A. Create a contract template
1. Go to the left menu to "Settings" > "Real Estate" > "Agreements Templates".
2. At the top right click on Add and a window opens with several fields to fill in.
3. The first thing to do is to choose the type of agreement.
4. Include a title to the template.
5. Add the text of the message. The data of contacts, properties, dates... are going to be put by means of tags that will make the contract autocomplete with the data of the property in question. To the right you have the green box to include the tags.
6. Save the document.
IMPORTANT: For now it is not possible to upload scanned PDF documents and automatically convert them into a Contract Template in Witei. You must do it manually by adding the digital text and tags that correspond to the Contract Template you are creating from Witei.
B. How to use a contract template?
1. Go to the property and click on "Agreements".
2. Select the type of contract you want to use and click on "Edit".
3. You will go to a new page where we can see the types of contracts that we can create. Select the type of contract you want to create and click on "Add".
4. A new window opens with the drop-down menus that we have to fill in with the basic data, something very fast because we already have them in the system.
5. When you click on save a contract is created where the spaces have been filled with the data we are interested in. This agreement is saved in the property and can be printed or modified at any time.
6. The contract can be edited, printed or sent by mail.
C. Frequently Asked Questions
Digital signature
In this article we cover the most interesting information about Digital Signature.
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