How to Find and Preview Your Documents

1. In the sidebar, under Management, select Documents.
2. Read the four counters at the top: Awaiting signature, Sent this month, Templates and Drafts.
3. Select the All documents tab. It lists documents you sent for signing and files uploaded to a lease or property.
4. To narrow the list, use the search box, which reads Search by title, address or signer…, then the two drop-downs:
   • Choose All documents, Sent for signature or Uploaded files in the type drop-down.
   • Choose Any status, Awaiting signatures, Signed, Draft or Cancelled in the status drop-down.
5. To clear the filters, select Clear.
6. To read a document, select the eye icon on its row.

   ⚠️ Heads up: If no file exists yet, the page shows “No file available to preview yet.” instead of a preview.

7. To do more with a document, select the three-dot menu on its row, then choose Preview, Download, Send reminder or Cancel. Send reminder and Cancel appear only for documents that are waiting for signatures. Cancel also appears for drafts.

   ⚠️ Heads up: Cancel asks “Cancel this document?” and withdraws it, so signers can no longer sign it. Select Cancel in that question only when you want that.

8. Select the Templates tab to see your templates, which Propurti groups by kind, such as LEASE, ADDENDUM and NOTICE. Each card shows how many fields are mapped and has a Send button.
9. To send a document for signing, select Send for signing at the top right.

   ⚠️ Heads up: Starter templates need signature fields before you can send them. The dialog tells you to open the Templates tab and use Configure fields & signers.

10. Select Cancel to close the dialog without sending anything.

What to expect

You see every document for your properties in one list. Preview opens the file on the page, and Download saves a copy. A new account shows “No documents yet” until you send or upload a file.

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