Blue Moon Forms for Windows users are encouraged to migrate to Forms Online if they wish to use the E-Signature System.

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2 About E Signature Blue Moon Forms Online for NAA and AANC customers can now capture signatures electronically for Lease documents using the Blue Moon Electronic Signature System. Blue Moon Forms for Windows users are encouraged to migrate to Forms Online if they wish to use the E-Signature System. For assistance with the migration of a Windows-based product license or for more information, please contact Blue Moon Sales toll-free at (800)

3 No Added Cost to Use E Signature Electronic Signature functionality is a value added service available to NAA and AANC Blue Moon Online customers. Using the E-Signature functionality does not have any additional cost associated with its use beyond the standard cost of generating the lease document.

4 Activating E Signature on Your Account To activate E-Signature functionality for your account: 1. Log in to 2. Click on the System Configuration tab in the top right corner 3. In the right-hand column there is a section labeled ELECTRONIC SIGNATURES 4. Check the Enable E-Signatures box to activate this feature for your account. 5. When you enable E-Signature, you must also designate whether your property utilizes the Rental Application offered through Blue Moon. 6. If you include a fee as part of the lease process, select the Credit Cards you wish to accept as payment*. 7. Click Apply at the top of the page to save these preferences *Note: Blue Moon collects and preserves Credit Card information for future use, but does not process payments.

5 Adding E Signature to a Lease Record 1. Begin by entering the Lease Database section of your Blue Moon Forms Online account. 2. If you have not yet created a lease record for the unit for which you would like to collect an Electronic Signature, click Create Lease and complete the record. 3. If you would like to collect an Electronic Signature for an existing lease, click Edit Lease and find your record by entering the unit number and clicking Find or display all available records by clicking Find All. 4. Once the chosen record is completed with at least the Resident Name(s), Beginning lease date, Ending lease date, and Rent Amount, save the record and proceed to the Print Menu.

6 Adding E Signature to a Lease Record 1. On the Print Menu, select at least the Lease document as well as any other additional documents which should be included in the lease package. 2. Check the Request E-Signature box at the top of the Print Menu. 3. Click Print Selected Documents 4. In the new window which appears, enter the following information: Owner name Owner address Owner phone number Resident address(es) Amount and description for any fees to be collected 5. Click Initiate E-Signature Request to begin the E-Signature process

7 Overview: Completing an E Signature 1. Resident receives an with a link to the document 2. Resident reviews and submits electronically signed document 3. Owner receives an notification that the document has been submitted 4. Owner receives an notification that the lease is ready to be executed 5. Owner executes document by applying own signature

8 Link to Lease sent to Resident The resident for whom the E-Signature request was initiated will receive an alerting them that their application has been approved, and that their lease is now available for review and to apply their electronic signature. Included in the is a link which redirects the resident to a landing page on the Blue Moon website. From this page, residents can click the View Document button to open their lease package. The lease package will open as a PDF in a new window, including a pane at left where the applicant will have the opportunity to review the lease, provide Credit Card information for any applicable fees, and to provide their electronic signature to the document. It is important to note that there are 2 time-based restrictions to be aware of: 1. E-Signature will be available for only 30 days from the date it is requested by the owner. 2. Once the beginning lease date is past, the document cannot be viewed or signed by the resident. The lease date may be moved to any future date and the E-Signature request may be initiated again.

9 Overview: Executing the Lease Once the resident has submitted the document to which their electronic signature has been applied, the owner will receive notification via . The owner will also receive an notifying them that the lease is now available to be executed. Executing a lease is achieved by applying a signature on behalf of the property. To execute a lease, the owner will click the link in the notification , which will redirect them to the Manage E-Signatures interface. *Users may need to enter their password information before being redirected to this page.

10 Managing E Signatures This page serves as a dashboard for managing all Electronic Signature records the property has received. From the Manage E-Signatures page, you can access outstanding and completed lease records. Additionally, electronic signatures which are no longer in use may be deleted here by clicking on the Delete link at the far right of each record.

11 Executing the Lease following E Signature To execute an electronic signature record, click the Manage link at the right of the record you wish to access. Once within the record, you can view information about the record, including any credit card information collected, and apply the owner signature to execute the document. Note: The credit card information will be stored only for 30 days from the date on which the request was initiated.

12 Resident Receives Confirmation Once the lease has been executed by the property owner, the resident will receive an confirming that the Electronic Signature process is complete. The contains a link to the finalized lease package, and encourages the resident to save locally a copy of the PDF for their records.

13 Merging the Online Rental Application into a Lease Record If an applicant has applied for the property electronically using the Blue Moon Online Rental Application, that record and the information it contains can be merged into a lease record for a specific unit, reducing the need to enter information repetitively. To merge a record, click on the Application tab in the upper-right corner of the Blue Moon web application. Within here, click Online Rental Applications near the middle-left of the screen within the grey sub-menu. This will display all rental applications which have been submitted to the property. From here, you can select Open to view, Move-in to merge, or Delete to remove the application. Choose Move-in from the link to the right of the appropriate record to merge it to a lease record for a specific unit. The applicant can be Added to an existing lease, or be created as a New lease in one of three ways

14 The Online Rental Application and New Lease Records Overwriting an Old Record for a Unit By electing to overwrite a record, you will be removing the lease information currently assigned to the unit record with the information contained within the selected application. Duplicating a Record for a Unit This option allows for maintaining the existing lease record for a given unit, and simultaneously having another lease record for the unit. Pre-leasing a Unit This option allows to create a record for a unit which is currently leased to another resident for the applicant at some date in the future.

15 Online Lease Guaranty Blue Moon Forms Online also allows for electronic Lease Guaranty at no additional cost to users. By using this functionality, a Guarantor can provide their information electronically to the lease record, eliminating the need for a paper record. To initiate this process, enter the desired lease record and go to the Lease Guaranty lease section. Here, click New Guarantor, and enter the name and address of the intended guarantor along with the name and address of the property owner/representative. This will add the guarantor s name to the list of potential guarantors. Click Request Guaranty to request the necessary information from the guarantor. The guarantor will be sent an containing a link to the form for their completion. Once they submit this information, the date signed will appear next to their name in the Lease Guaranty section of the lease record. Up until the point at which the guarantor completes the form, the Resend Request button will be available in the event that it is necessary to resend the request.

16 Additional Resources on E Signature Electronic Signature Quick Start Guide Available for download at:

17 Contact Blue Moon Software Blue Moon Technical Support (512) Webmaster:

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