The Docusign integration lets you send, track, and manage document e-signatures directly from Re-Leased's Documents Hub - without switching between systems.
Requires a Re-Leased Pro subscription and an existing Docusign account. This feature is not available on Core plans.
Connecting Docusign to Re-Leased
Step 1: Access the Docusign Integration
Navigate to Settings > Integrations & Add-ons.
Locate the Docusign panel and click View Details.
The Integration Management page lists all companies in your billing group and their connection status.
Step 2: Connect Your Companies
Select the checkboxes next to the companies you want to connect.
Click Bulk Actions > Connect Selected.
Note: Different companies in your billing group can be connected to different Docusign accounts if needed. You can only connect ONE Docusign account per company.
Step 3: Authenticate with Docusign
After selecting companies, you're redirected to the Docusign login page.
Sign in with your Docusign credentials and complete any verification steps.
Once authenticated, you're returned to Re-Leased with a confirmation message.
Step 4: Verify Connection
On the Integration Management page, connected companies will show as Enabled in the Status column.
Choosing a Setup Approach
How you connect Docusign depends on whether your team uses a single shared Docusign account or individual accounts per user. Both approaches are supported - choose the one that matches how your organisation has purchased Docusign.
Shared Account - One Docusign Account for All Users
Use this approach if your business has a single Docusign account that all property professionals will send documents from.
An admin connects the shared Docusign account to the relevant companies via Settings > Integrations & Add-ons > Docusign.
The admin then navigates to Settings > Maintain User Roles and opens the relevant role.
Under the Document Permissions section, enable the Can send documents for e-sign permission.
All users with that role can now send documents for signature — all envelopes will be sent under the connected shared account.
Note: Because all users share one account, all signed envelopes and Docusign communications will show the shared account name, not the individual user's name. Keep this in mind when recipients view Docusign emails.
Individual Accounts - Each User Connects Their Own Docusign Account
Use this approach if each user has their own Docusign account and you want envelopes to be sent under each user's name. In this setup, each user needs to connect their own Docusign account to the companies they manage.
Users connect their own accounts
Each Docusign user navigates to Settings > Integrations & Add-ons > Docusign.
They select the companies they manage and authenticate with their own Docusign credentials.
This requires each user to have access to the Settings page and the Add-on and integration settings visible permission enabled for their user role.
Important: Avoid connecting a single admin's Docusign account to all companies when individual accounts are intended. If one account is connected across all companies, all Docusign communications will show that account's name and all signed envelopes will count against that user's envelope limit.
Docusign Standard and Professional plans include 100 signed envelopes per user per year — connecting one account across many users' work could hit this limit quickly.
Sending a Document for Signature
Supported file types: Word (.docx) and PDF. Documents are sent from the Documents Hub.
Sending a Single Document
Navigate to the Documents Hub.
Find the document, click Quick Actions, and select Send for E-Sign.
Sending Multiple Documents
Select the checkboxes next to each document to include.
Click Bulk Actions > Send for E-Sign.
Preparing Your Envelope
In Docusign, an envelope is the electronic container that holds one or more documents being sent for signature.
Step 1 — Review and order documents (multi-document only): drag to reorder or remove documents, then click Continue.
Step 2 — Add recipients: add signatories and copy recipients. These must be existing Contacts or Users in Re-Leased. Set the signing order if required, then click Continue.
Note: If a signatory isn't found, create them as a Contact or User first, then return to add them.
Step 3 — Place signature fields in Docusign: drag and drop signature, initials, date, and other fields onto the document. Assign each to the appropriate signer, then click Send.
After sending you're redirected back to the Documents Hub.
Tracking Signature Status
The Signature Status column in the Documents Hub shows:
Status | Meaning | Docusign equivalent |
None | Not sent for signature | — |
Pending | Waiting for one or more signatories | Sent, Delivered, Waiting |
Signed | All recipients have completed signing | Completed |
Action Needed | Further action required to complete signing | Draft, Correcting, Voided, Declined, Expired, Failed |
Hover over any Status chip to see a quick summary of signing progress.
Signing Documents
Recipients receive an email from Docusign with a link to review and sign. All signing takes place in Docusign via that email link.
Once all parties have signed, the status changes to Signed and the Docusign Certificate of Completion is appended to the document.
Disconnecting Docusign
Select the checkboxes next to companies to disconnect.
Click Bulk Actions > Disconnect Selected.
Note: Documents already pending signature will continue through the Docusign process, but their status will no longer update in Re-Leased after disconnection.
Troubleshooting
I don't see the "Send for E-Sign" option — check that your company is connected to Docusign in Settings, that the document is a supported file type (Word or PDF), and that you're on a Pro or Enterprise plan.