Keep files in context
Upload and preview files on Contacts, deals and properties. File access follows access to the related record, with authenticated open and download actions.
Transactions
The document and the people signing it, together.
Upload the document where the work happens. Preview it, prepare the signing fields and follow the request’s progress without separating the file from its Contact or transaction.
Inside rltr
A clear signing experience for your clients.
Recipients review the document, complete the required fields and sign from the same page.
Files and eSign
Built into your everyday work.
Prepare reusable documents
Create eSign templates from PDFs with signing parties and CRM fields. Reuse them for the next request instead of setting up the same document again.
Request and track signatures
Select the document and recipients, place the fields and send a signing request. Review its status and related signature activity from the record.
Choose where uploads live
Use your included hosted storage or connect Google Drive or OneDrive for supported business uploads. Existing record access and file links remain the same.
A closer look
What you can do.
- Contact, deal and property file attachments
- Image and PDF previews
- Reusable eSign PDF templates
- Signing parties, CRM fields and saved agent signature
- Signature request status and record history
- Google Drive or OneDrive connections for business uploads