CiiRUS allows you to send documents to owners for signature and upload external documents to their record. To send a contract or agreement, ensure that the owner is registered in CiiRUS and has at least one property/unit assigned. Without these prerequisites, you may need to send agreements externally and manually upload them.
The following documents can be sent from CiiRUS through the eCiiGN Module: Note: Contracts can only be sent if the owner meets specific prerequisites, such as being registered in CiiRUS and having an assigned property/unit.
Power of Attorney (POA)
Management Contract
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. Ensure that all prerequisites, including owner registration and property assignment, are completed before attempting to send a contract.
Power of Attorney (POA)
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:
Owners & Listings > Owner Profiles
Click the ellipses icon to open the menu and select "View/Update Owner Profile"
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.
Management Contract
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: Before proceeding, verify that the owner is registered in CiiRUS and has an assigned property/unit. Without these, the contract cannot be sent directly through the platform.
Owners & Listings > Owner Profiles
Click the ellipses icon to open the menu and select "View/Update Owner Profile"
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.
Uploading external documents
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:
Owners & Listings > Owner Profiles
Click the ellipses icon to open the menu and select "Upload Contract"
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.
