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During Or At The End Of The Tenancy Form

Use a During Or At The End Of The Tenancy template to make your document workflow more streamlined.

What the tenancy form records

The During Or At The End Of The Tenancy Form records the parties’ final understanding when a rental period ends or a tenancy condition must be documented. It can capture the property address, tenancy dates, move-out condition, keys or access devices returned, deposit or charge information, acknowledgments, and signatures. The sender uploads the form to signNow, reviews detected fields, assigns fields to the property manager and resident, sends the document, and stores the signed copy with its audit trail. State landlord-tenant rules determine whether additional notices, witnesses, notarization, or delivery methods apply.

Who uses this tenancy form

Property managers

Property managers use the form to document move-out inspections, key returns, resident acknowledgments, deposit-related information, and signatures from multiple parties. They can prepare a reusable template, assign fields by role, and retain the completed record with its audit trail for later reference.

Landlords and residents

Landlords and residents use the form to confirm the property condition and agreed end-of-tenancy details without requiring everyone to meet in person. A signNow workflow can deliver the document by email or signing link and provide each party with a completed copy.

Complete the tenancy form online

Use signNow to prepare the tenancy record, assign each signer, collect signatures, and preserve the completed document with its audit trail.

  • Upload form:

    Upload the tenancy form to signNow.
  • Check fields:

    Review detected fields and add missing fields.
  • Assign signers:

    Assign property manager and resident roles.
  • Send document:

    Send the form for electronic signature.
  • Store records:

    Download the signed form and audit trail.

Recommended tenancy form setup

Configure the tenancy workflow around signer identity, electronic consent, audit evidence, secure storage, and applicable state retention requirements.

SettingRecommendation
Authentication methodEmail verification with SMS OTP
Signature typeElectronic signature with timestamp
Audit trailExport with completed tenancy form
Document retentionState-law schedule with dispute hold
EncryptionTLS 1.2 or 1.3 and AES-256

Authentication for tenancy signatures

PKI signatures:

PKI-based document integrity

X.509 certificates:

X.509 certificate support

Two-factor authentication:

Two-factor signer verification

SMS OTP:

SMS one-time passcodes

ID verification:

Identity verification options

Signing timestamps:

Timestamped signing evidence
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Legal standing of the tenancy form

A completed tenancy form can provide a searchable record of the parties’ agreement, property details, condition statements, and signatures. ESIGN, 15 U.S.C. ch. 96, and applicable state electronic-transactions law generally recognize electronic records when intent, consent, attribution, and reliable retention are established. Wills, certain court filings, family-law decrees, and other statutory exclusions require separate review.

Why teams look for DocuSign alternatives

Best practices for tenancy records

Accurate fields, documented consent, controlled access, and reproducible storage make a tenancy form easier to administer and review.

Capture property details before sending

Record the property address, tenancy dates, parties, inspection observations, key handover, and agreed financial details before sending. Use clearly labeled fields so residents can distinguish factual entries from acknowledgments and signature requests.

Confirm consent and signer roles

Confirm every signer’s identity, role, and electronic consent before delivery. For consumer-facing records, provide the ESIGN disclosure and confirm the signer can access and retain the electronic document.

Export the audit trail with records

Export the completed document and audit trail after signing. Store both together in an access-controlled repository, using a retention schedule based on state law, tax needs, and unresolved disputes.

Restrict sensitive tenancy information

Limit sensitive information to what the tenancy record requires. Restrict templates and completed documents to authorized property personnel, and review access permissions when staff or vendors change roles.

Complete and archive the tenancy form

Processing depends on how quickly each party reviews the tenancy information and completes assigned signature fields.

01

Prepare the document

Enter property, party, dates, and condition details.
02

Deliver to signers

Send the completed form by email or link.
03

Collect signatures

Each signer reviews and completes assigned fields.
04

Archive the record

Download the signed copy and audit trail.

Retention rules for tenancy records

Retention depends on the record’s purpose, state landlord-tenant law, tax treatment, and any unresolved dispute.

01

State-required tenancy period

Apply the retention period required by the applicable state landlord-tenant rule.
02

Three years for tax records

Retain tax records three years from filing under IRC §6501(a), when applicable.
03

Six years for understatement

Retain records six years when a 25% income understatement applies under IRC §6501(a).
04

Until dispute resolution

Retain electronic evidence while a lease dispute or claim remains unresolved.
05

During electronic record access

Keep a reproducible signed copy and audit trail under ESIGN record requirements.

Privacy pitfalls in tenancy records

  • Including full bank details or identification numbers can expose unnecessary personal information in the completed tenancy record.
  • Sending a form before confirming every signer’s consent can weaken evidence that the parties agreed to electronic records.
  • Sharing one unrestricted signing link can make it difficult to attribute changes or signatures to the intended resident.
  • Leaving completed forms in personal email accounts can prevent consistent access control, retention, and audit-trail retrieval.

Check state rules before signing

State acknowledgment

May require state-specific acknowledgment

Missing evidence

Document may lack required proof

Excluded documents

Excluded from ESIGN coverage

Unclear condition

Recording may become disputed

Platform requirements for tenancy forms

Complete the tenancy form using Chrome, Firefox, Safari, or Edge on Windows, macOS, iOS, or Android with TLS 1.2 or 1.3.

  • Browser support Chrome, Firefox, Safari, and Edge
  • Operating systems Windows 10, macOS, iOS, Android
  • Secure connection TLS 1.2 or 1.3 connection

Property managers can use managed Windows or macOS devices, while residents can review and sign from iOS or Android. Confirm browser updates, network access, identity controls, and organizational retention settings before sending documents containing addresses, payment details, or other personal information.

Connect tenancy records to business systems

Send completed tenancy forms to property-management workflows through signNow integrations with cloud storage, CRM, ERP, and project-management systems.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

How the tenancy audit trail works

The audit trail records evidence around the tenancy form’s signing event, separate from preparing fields or assigning recipients.

01

Authenticate signer:

Records the email, SMS, or identity method used.
02

Timestamp actions:

Captures each signing and viewing event.
03

Hash document:

Preserves document integrity evidence after completion.
04

Seal record:

Creates tamper-evident completion evidence.
05

Track participants:

Lists recipients, roles, and completed fields.
06

Export trail:

Allows authorized users to retrieve or export evidence.

Tenancy form troubleshooting

Use these answers to resolve field, consent, authentication, plan, and state-law questions before relying on a completed tenancy record.

Upload the tenancy PDF again or use signNow’s document editor to place fields manually. Auto-detection may not identify handwritten blanks, inspection checkboxes, initials, or property-specific acknowledgment areas. Review every detected field before assigning recipients and sending the document.

The signNow Business plan includes templates and audit trails, while Business Premium adds bulk send. For repeated tenancy packets, use Business Premium when multiple residents must receive the same document structure. Exact account limits and availability should be confirmed in the current plan.

Use signNow’s audit trail to review signer identity information, timestamps, actions, and delivery history. For stronger authentication, configure SMS OTP or available identity-verification controls. The audit trail supports evidence but does not replace state-required notarization or in-person procedures.

Consumer-facing electronic records require consent and access procedures under ESIGN, 15 U.S.C. §7001(c). Provide the required disclosure, confirm the resident can access the electronic format, and retain a reproducible copy. State landlord-tenant requirements may add separate notices or delivery rules.

A tenancy form may document an agreement, but it does not automatically satisfy every state notarization, witness, recording, or eviction-notice requirement. Check the property’s state and local rules before using the signed form for a statutory notice or court filing.

Business plans include audit trails, templates, and mobile apps. Business Premium adds bulk send, kiosk mode, request payments, and quick invite links. Enterprise adds advanced signer authentication. Select features based on the tenancy workflow rather than assuming every plan includes them.

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