Skip to main content

How do I include initials in document templates?

Updated over 3 weeks ago

When adding an agreement/ notice template, you can use Initials on any page or agreement clauses you want. Simply drag the Initials and drop them where you would like the tenants to add their initials:

Note: you can add initials to the template itself from the Documents -> My templates page or already during the agreement/ notice creation flows.

You can select who should insert their initials - you or your tenant(s) - by clicking on the “Assigned to” option:

If you do not need the initials in a certain place, click on the Initials and remove from the right-side menu or use the delete button on your keyboard:

The Initials assigned to you can be edited at any time. Type or draw your initials. Read the terms of use by signing this agreement and clicking "Agree & sign”:

The tenant will be required to input their initials, and once they're provided, the initials will be placed per your requirements.

Click "Send to review" to complete the procedure:


Did this answer your question?