For: Owners, Property Managers

Add/Edit Tenancy - Web

To Add

1. Click Properties in the left menu.
2. Scroll the carousel to locate the property you wish to add the tenancy to.
3. Click the 'Add Tenancy' button on the right end of the blue tenancy band on the tile/image
4. 
   

To Edit

1. Click Properties in the left menu
2. Scroll the carousel to find the desired property.
3. Use the left/right arrows on the blue tenancy band to select the Tenancy that you wish to edit.
4. Then click the 'Edit Tenancy' button in the centre of the blue tenancy band on the property image/tile.
5. 
   

Method 2

To Edit

1. Click 'Properties List' in the left menu
2. 
   
3. Apply filters at the top of the page if there are a large number of properties.
   
4. Locate the property and then click the 'Open' icon on the lower right of the property image to open the property in the carousel view.
5. 
   
6. Then click the 'Edit Tenancy' button on the right of the blue tenancy band on the property image/tile.
7. Click the tabs to edit the Tenancy details.

Add/Edit Tenancy - APP

For: Owners, Property Managers

Method 1

To Add

1. Scroll the top carousel to the property that you want to add a tenancy to.
2. Click the 'Tenancy' tab on the main page
3. Click the 'Add Tenancy' button.
4. You will be given the option of cloning an existing tenancy or adding a new tenancy. The Clone option is a good one to use if most of the details of an existing tenancy will remain the same.  Once cloned you will be able to edit most of the details.
5. 
   

To Edit

1. Click on the blue Tenancy badge on the property carousel to edit the current tenancy.
2. 
   
3. Alternatively click on the Tenancy tab on the main page for the property.
4. 
   
5. Then click 'All Tenancies' button and select the tenancy to edit.  
6. 
   
7. Click the 'Edit' icon at the top right of the page.
8. 
   

Add/Edit Tenancy - APP

Method 2

1. Click to open tenancy
2. Click 'Send invite to Tenant' button. 
3. Select your preferred email program.
4. The tenant will receive an email invite to download the app and register as a user.

Send Tenancy Contract  (Coming soon)

1. Click to open tenancy
2. Click the 'Forms & Documents' tile
3. Click 'All Forms & Documents', select either 'Forms' or 'Documents' tab.

1. Swipe a tile to share the item.  Select user/role (from all those associated with a property and tenancy - including contractors).
2. This will send an email (or a notification?) to the recipient/s to advise that [[Senders first and last name] has shared a [document or form] [Document name] with you.]
3. The shared form would show as a new instance in the list with the recipient's name and date shared.  For forms the date completed would be shown on the tile to replace the date shared.