You can add documents to a tenancy in two ways, create a document from a template or add an existing document directly.
Create from Template
You can easily create a number of documents from one of our templates:
- AST Agreement – Use this to create an Assured Shorthold Tenancy (AST) Agreement
- Standing Order Instruction – Use this to generate a standing order instruction form for the Tenant
- Guarantor Agreement – Use this to create an Agreement between the Guarantor and the Landlord
- Rent Reminder Letter – Use this to remind the Tenant that payment of rent is overdue
Add a tenancy document as follows:
- From the tenancy, click on the Add Tenancy Document button
- Choose the relevant document from the list and click on the Create button
- If you need to edit the document, click on the Edit button and make your changes
- Once you're finished, clicking on the Save button to save the changes
After creating the document, you can send it out for e-signing by create an envelope.
Add a PDF Document Directly
You can add an existing PDF document to a tenancy such as:
- EPC Certificate
- Electrical Test Certificate
- Inventory
- Check In List
- Check Out List
Upload an existing document in PDF format as follows:
- From the tenancy documents page, click on the Add PDF button in the Uploaded Files panel
- Choose the relevant document from your device and hit the Save File button
- The file will be saved against the tenancy
The tenant will also be able to see uploaded documents.
