EZ Sign Setup Guide

overview storagely’s ez sign feature was designed to simplify the rental process and reduce operational headaches for storage operators with ez sign customers no longer need to sign leases with their finger at the end of the rental flow rental agreements and addendums are signed electronically, minimizing friction operators reduce or eliminate the issue of having unsigned leases important at this time, ez sign is only available for operators using storable edge as their facility management software (fms) why ez sign matters traditionally, customers were prompted to sign agreements via a pop up window (similar to docusign) on their phone or tablet this often created friction and, in some cases, left leases incomplete if customers skipped signing ez sign solves this by finalizing agreements electronically with the customer’s name applied directly to all documents upon payment operators can choose between two deployment options 1\ frictionless deployment (recommended) disable the docusign style step at the end of the rental flow the completed payment finalizes the rental and electronically applies the customer’s name to the lease and addendums requires document changes in storable edge (storagely can assist with this update) 2\ hybrid deployment keep the docusign style signature step at checkout customers can sign with their finger , but even if they don’t, their name is still electronically applied to all documents once payment is complete requires document changes in storable edge (storagely can assist with this update) 👉 in both scenarios, customers must acknowledge all agreements by checking boxes before rental completion each agreement/addendum is viewable via a sample document link during the rental process step 1 request ez sign activation ez sign is a global setting that applies to all locations and cannot be toggled per facility access to the feature setup page is restricted to storagely team members only to enable ez sign reach out to your designated storagely point of contact provide the required lease and addendum documents (see next section) storagely will turn on the enable ez sign feature (storable edge) setting and complete the ez sign setup on your behalf step 2 provide your lease and addendum documents because storagely completes the ez sign setup for you, your role is to provide all of the necessary documents you’ll need to supply protection plan terms addendum autopay terms addendum state lease agreements important requirements if your documents differ by state , provide a version for each state if your documents differ by location , provide a version for each location file formats accepted pdf, doc, docx storagely will handle the correct file naming and uploading on your behalf customer experience with ez sign during checkout, customers see checkboxes for each agreement and addendum they must acknowledge each before finalizing their rental they can click a link to preview a sample copy of each document once payment is completed, their name is electronically applied to all agreements best practices & notes work with storagely because setup is completed by storagely, ensure you deliver all required lease and addendum documents upfront provide all variants double check if your lease/addendums differ by state or location storagely must have all versions in order for ez sign to function properly global setting ez sign applies to all facilities under your storagely account fallback protection if you keep the docusign style option, customer names are still applied electronically—so your leases remain enforceable even if the finger signature isn’t completed ✅ with ez sign, you’ll create a smoother rental experience for customers and ensure that every lease is completed without delays as always, if you ever have any questions throughout this process, our customer success team is always ready to help! we have a couple of ways you can reach out, choose what is best for you ! all methods of contact flow into the same support team, which means no method will provide you a faster response than others email helpdesk\@storagely io com https //d1s7s share hsforms com/297gkkisitsmdgskuyt9s2g