Upload documents and request signatures
Platform: ResiOnboarding ยท For: Sales, Executive Director, Department leads
Each resident has a document area shared with their portal.
- Open the resident and select the Documents tab.
- Choose a category: General, Legal / Contracts, Insurance, Identification or Financial.
- Tick the box confirming the document does not contain PHI. Upload stays off until you do.
- If the resident must sign, tick Require resident signature on upload.
- Select Upload and choose your file. You can pick several at once.
Follow up on signatures
Documents show Awaiting signature until they are signed, then Signed.
Manage a document
Each row has icons for Preview, Rename, Download and Delete.
Good to know
- Signing works on PDF files. Upload a PDF if you need a signature.
- Once a document is signed, Download gives you the signed copy.
- Deleting a document cannot be undone.
If something goes wrong
- The Upload button is greyed out. Tick the confirmation box first.
- "We couldn't open this document." Download the file to read it.
- "Preview not available". This file type cannot be previewed. Download it.