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How do I add Notice Templates?

Updated over 3 weeks ago

A Notice is sent to the tenants by the Landlord/Property Manager to notify the tenants of anything important they need to informed of, as well as to take action: notice to vacate, rent increase notice, notice to repair changes, eviction notice, etc.

In order to add a Notice Template, please go to the Documents page from the left-side menu and switch to the My templates tab. Click "+ Create new template".

There are two template flow types: Create and Upload PDF.

Please note!

With our dynamic PDF Editor tool, you are able to upload PDF files and add elements such as signature, initials, and date signed to clauses you want. You also will be able to add and require the information from your tenants using the textbox element.

Select the desired flow, enter the document template name and select “Tenant notice“ as the Document type.

In the Template Editor, copy and paste the verbiage (for the Copy&Paste flow). You can drag or double-click auto-fill elements to enter them into your template if you have content that you wish to be auto-filled during the Sending notices to sign process and add the needed fields.

Once the document is ready, press "Continue" or use the "Save as draft" option to proceed later.

While sending a notice, you can add attachments to the notice template, which will be shared with your tenant along with this template. If there are related materials to be added click “Yes“ and upload the attachments.

Note: You can attach up to 10 files.

Enable the “Default signatures” option and it will automatically assign signatures/date signed elements at the bottom of the notice to your tenant and you while sending the notice to sign. Press "Create Template" to complete the action.

The Notice you have created is available in the My templates tab.

Please note! The number of templates you can add is determined by the subscription plan. For more details on the specific limits, please refer to the pricing information.

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