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.

Sent Documents

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

Each envelope carries one of six statuses:

Status	Meaning
Not sent	Prepared but not yet delivered
In progress	Delivered, awaiting signature
Finished	Fully signed
Declined	The recipient declined to sign
Expired	The signing window lapsed
Cancelled	You 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.

The Agreement Link

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.

Section 8 Agreement Packages

A Housing Choice Voucher lease-up creates one linked agreement package containing the owner-resident lease, the HUD tenancy addendum, and the owner-PHA HAP contract. TIDY fills the lease, addendum, and owner fields from the Section 8 case, routes owner and resident signatures, and submits the package through the PHA’s accepted process. The PHA supplies or finalizes its official HAP contract and terms; TIDY tracks its execution and stores the completed agreement with the case.

The agreement package is complete only when the required owner and resident lease signatures are done, the HUD tenancy addendum is attached without changing its required text, and the PHA has executed the HAP contract. If the PHA uses the permitted post-start execution window, TIDY shows the tenancy as authorized with HAP execution still pending. See Section 8 & Housing Choice Vouchers.

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:

Template	Category	What it’s for
Standard Lease Agreement	Lease	Fixed 12-month residential lease — rent, deposit, utilities, maintenance, house rules
Month-to-Month Rental Agreement	Lease	Rolling 30-day tenancy with a 30-day notice clause
Lease Renewal	Lease	Renewal offer with new term and rent adjustment pre-filled from the current lease
Pet Addendum	Addendum	Breed, weight limit, pet rent, refundable pet deposit
Move-In / Out Checklist	Inspection	Room-by-room condition report signed at both ends, so deposit deductions are defensible
Notice to Vacate	Notice	End-of-tenancy notice with move-out date and deposit return timeline
Security Deposit Receipt	Notice	Written 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.