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DocuSign vs document collection for property managers

DocuSign vs document collection for property managers

Signatures are one item, not the whole file

Ontario PM firms often reach for DocuSign when they need a lease or consent form signed. DocuSign does that well.

But tenant screening is more than signatures. Before the lease is signed, your team collects:

  • Government photo ID
  • Proof of income (pay stubs, employment letter, NOA)
  • Landlord references
  • Credit-check consent
  • Guarantor documents

DocuSign does not track whether the pay stubs arrived, whether they were approved, or whether the file is ready for the landlord client.

What each tool does

CapabilityDocuSignHivi-X
E-signatures on forms✅✅ (built-in, email one-time code)
Collect ID and income proof❌✅
Missing-item dashboard❌✅
Approve/reject per document❌✅
Landlord-ready PDF export⚠️✅
Automatic reminders for missing items❌✅

Use both where appropriate

Many PM firms use DocuSign (or PMS signing) for lease execution and Hivi-X for the screening intake that precedes it:

  1. Collect screening documents in Hivi-X
  2. Present complete file to landlord client
  3. Sign lease in DocuSign or PMS after approval
  4. Store signed lease on Hivi-X tenant record

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Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Can DocuSign replace tenant screening intake?
DocuSign sends documents for signature. It does not track missing pay stubs, approve income proof, or show screening file completion status across checklist items.
Can I use DocuSign and Hivi-X together?
Yes. Collect screening documents in Hivi-X; keep DocuSign or your PMS for lease signing if that is your existing workflow — or send the lease from Hivi-X's built-in e-signature.
Does Hivi-X provide e-signatures?
Yes. Hivi-X includes e-signature: send a PDF lease or consent form from the applicant's file, place signature, initials, date, and text fields, and each signer verifies with a one-time code sent to their email. You get a hash-locked PDF and a certificate of completion. Documents signed elsewhere can still be uploaded to the checklist.

Organize tenant screening documents without the email chase

Hivi-X helps Ontario property managers collect tenant screening documents with reusable checklists, a secure guest link (no account needed) or my-id.ca portal, approve/reject on uploads, automatic reminders, and exportable PDF packages — alongside Buildium, AppFolio, or email workflows.

DocuSign vs Document Collection For Property Managers | hivi-x Docs