TIDY Concierge

Concierge

TIDY Concierge

The Concierge combines our AI agent with 24/7 humans to help.

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eSignature

eSignature lets you send documents — leases, addenda, renewals, notices, move-in checklists — for signature and manage reusable templates, without leaving TIDY. Signing status stays in view so you always know what’s outstanding.

The eSignature view in TIDY, showing sent documents with their recipient, template, signing status (not sent, in progress, finished, declined, expired, cancelled), and sent date

Sent Documents

Use Send for Signature — from the eSignature page, from a template, or straight from an approved application — to create an envelope: one document sent to one recipient, tied to a property and unit. The Sent Documents tab lists every envelope with its recipient, template, status, and sent date.

Each envelope carries one of six statuses:

StatusMeaning
Not sentPrepared but not yet delivered
In progressDelivered, awaiting signature
FinishedFully signed
DeclinedThe recipient declined to sign
ExpiredThe signing window lapsed
CancelledYou cancelled it

Open an envelope to see its Details — template used, recipient, property, unit, and created/sent/completed dates — and an Activity timeline of every event.

Every envelope has one shareable link that changes meaning as the document progresses. Before signing, it’s a review/sign page anyone can open, so you can share the agreement for review before it’s formally sent. After signing, it’s the signed document itself. Copy the link from the envelope, or use Download PDF on a finished document.

Templates

The Templates tab is where you add, edit, and remove reusable documents, so a lease or notice is one click to send rather than something you rebuild each time. Templates come with fillable fields and a fixed number of signers. Out of the box:

TemplateCategoryWhat it’s for
Standard Lease AgreementLeaseFixed 12-month residential lease — rent, deposit, utilities, maintenance, house rules
Month-to-Month Rental AgreementLeaseRolling 30-day tenancy with a 30-day notice clause
Lease RenewalLeaseRenewal offer with new term and rent adjustment pre-filled from the current lease
Pet AddendumAddendumBreed, weight limit, pet rent, refundable pet deposit
Move-In / Out ChecklistInspectionRoom-by-room condition report signed at both ends, so deposit deductions are defensible
Notice to VacateNoticeEnd-of-tenancy notice with move-out date and deposit return timeline
Security Deposit ReceiptNoticeWritten receipt for a deposit held

Each template shows its description, field count, signer count, how many times you’ve used it, and when it was last used and last updated. Use Add Template and Edit Template to manage them, or remove ones you don’t need. eSignature is powered by Firma.

eSignature is how a lease gets signed at the end of the Leasing pipeline — approve an applicant, send the lease, and track the signature right through to an occupied unit.