If you have a signed lease and want to upload it to the system, you can easily add it during the move-in process or at any time in the future.
After finalizing the lease-creation process, you will see the pop-up window. Click the “Upload” button on the “Shared Attachments” section and upload the document either to the Shared section if you want this to be shared with a tenant or a Private section if you’d like the document to be visible to you only.
To learn how to create a lease, click the following support article:
How do I create a lease?
You will be able to upload the signed lease agreement, or other documents at any time later, by going to the “Agreements & Notices” tab on the certain lease and clicking the “Upload” button.
When you upload the document to the “Shared attachments” section, the tenant will receive a notification about this and will be able to view this from his side.
You can create a lease agreement faster and more easily by adding a lease agreement template on the Document Templates page with two options:
Text Editor - allows to copy & paste the template from your saved to the text editor and adjust the text formatting you need.
PDF Editor - allows to upload PDF files and drag & drop elements on the fields you want to require from your tenant.
For more information please go to:
How do I add the Residential Agreement template?
You can also create a new document and send it to a tenant for review by clicking on the “Request” on the Lease agreements section from the "Agreements & Notices" and pressing the “Create New Template” option which opens the text editor where you can copy & paste the information and customize it:
Note! +Create new template select doesn’t sync the information to your Document Templates settings.
Click on the "Preview" icon to see what it will look like on your tenant's end:
After you send the agreement for review, the tenant will be notified via email and feed notifications.
