CiiRUS allows you to send documents to owners for signature and upload external documents to their record.

The following documents can be sent from CiiRUS through the eCiiGN Module:

First, learn how to set up eCiiGN documents using the Template Builder and the prerequisites to using the eCiiGN module. Then follow the steps in this article to send the POA or Management Contract to your owners.

A power of attorney (POA) is a legal document that gives one person (the principal) the authority to act on behalf of another person (the agent) in certain matters. In the context of unit or property ownership, a POA can be used to give a property manager the authority to manage a unit on behalf of the owner. This could include tasks such as making repairs, paying bills, and renting out the unit.

You can send the owner a POA from CiiRUS for signature. To send the document to the owner, go to:

Select the "Units Owned" panel:

To open the Power of Attorney popup, click on the gavel icon in the last column of the applicable unit.

Click the "New" button to open a popup where you can specify the POA template, verify the email recipient (defaults to the owner's email), and enter a message to go along with the document. When you're ready, click the "Add" button to send the new document.

The grid will show the POA and indicate when it has been signed and the date it was signed.

A management contract is a legal agreement between a property manager and a homeowner that outlines the terms and conditions of their relationship. It typically includes the scope of services, fees, responsibilities, and termination provisions of the contract.

You can send the owner a Management Contract from CiiRUS for signature. To send the document to the owner, go to:

Select the "Units Owned" panel:

To open the Management Contact popup, click on the contract icon in the last column of the applicable unit.

Click the "New" button to open a popup where you can specify the Management Contract template, verify the email recipient (defaults to the owner's email), and enter a message to go along with the document. When you're ready, click the "Add" button to send the new document.

The grid will show the contract and indicate when it has been signed and the date it was signed.

In addition to sending documents for signing through the eCiiGN module, you can also upload an external contract or document to the owner's record. The document must be a PDF file and is for internal reference only.

To upload a document, go to:

Click to upload the PDF file and either choose a file from your folders or drag and drop the file to upload it:

After uploading the document, it will be stored against the owner's record. You can view or delete the document in this same window.