To send a notice to be signed by a tenant, you can create your own notice template or use notices provided in the system. To create your own notice template(s), you will want to open the Documents page from the left-side menu and select the Templates sub-page, and press the “+ Create new template” button.
Once the notice template is created, open "Contacts" from your left side menu and click "View Profile" for the required tenant contact:
On the left side menu of the tenant's profile, click the "Send" button on the Notice section.
Alternatively, you can send a notice from the lease details page.
Choose an active lease, specific tenant or all tenants on the lease, then select the Notice Template you have added previously or create a new one by clicking on the "+Create new template" option.
There are two possible options to request the signature from the tenant:
Simply by dragging the Signature/Initials and dropping wherever the document should be signed. You can select who is supposed to sign the specific clause either you as a landlord or the tenant by clicking on the “Assigned to” option:
Alternatively, you may enable the "Default Signatures" option and the system will automatically add signatures and dates signed and assign them to your tenant and to yourself at the bottom of the current document. It is possible to edit the added table according to your own needs.
Please note! The default signature option can be adjusted to each notice template, but only for a text editor.
Useful tips:
Please make sure the Signature Field is assigned to a tenant
You can decide which template to use and from whom to require a signature or initials
You may simply re-assign the signature/initials to yourself or the tenant
If you do not need the signature/initials in a certain place, you may easily delete it by clicking on the delete button on your keyboard or clicking on “remove” on the right menu.
If the notice is required to be signed, then the notice is shared with the tenant with a “signature pending” status. Once the notice is signed, you will see the document attached to the lease documents.
If you do not want to require a signature on the notice, then simply do not add the “Signature” field to the template or disable the “Default Signatures” toggle button and click “Send to review”.
If the notice is not required to be signed, then the notice is just shared with the tenant.
Options and rules:
Notices can be sent to connected and not connected tenants, but only to those who have an active lease. Connected/ Not connected tenants will receive an email with the notice.
If the tenant doesn’t have an active lease, then the “send a notice” button is not shown.
The tenant’s timeline helps you to keep track of all the sent notices.
To locate a Notice, go to the tenant’s profile, navigate to the Leases section, and then click on Agreements & Notices tab. There, you'll find a list of all notices that have been sent.
