How Do I Create a Tenancy Document?

You can easily create a Tenancy Agreement, Section 21 Notice and other documents from a tenancy.

1. Create a Property

1. Sign in and go to the Landlords page
2. Click on Add Property in the Properties panel
3. Complete the tenancy details and Save

If you've already added the property, you can skip this step.

2. Create the Tenancy

1. Go to the Landlords page
2. Click on Add Tenancy in the Tenancies panel
3. Complete the tenancy details and Save
4. Add the tenant details by clicking on the Add Tenant button
5. Add further tenants as necessary
6. Add any guarantors (optional)

You're now ready to create the document.

3. Create the Tenancy Document

We have created templates for a number of useful documents such as an AST Tenancy Agreement or Guarantor Agreement.

1. From the tenancy, click on the Add Tenancy Document button
2. Choose the relevant document from the list and click on the Create button
3. If you need to edit the document, click on the Edit button and make your changes
4. Once you're finished, clicking on the Save button to save the changes

4. Create and Send the Envelope

An envelope is used to send out the document for electronic signing.

1. From the document, click on the Create Envelope button to create an envelope
2. Click on the Send button to send the envelope to the recipients
3. Click on the Sign button to sign the envelope

The recipients will be sent an email with a link to the document. You will be notiffied when each recipient has signed.

The signed envelope will be stored in your account and the tenant's account for future reference.

You can download a PDF copy of the signed document by clicking in the PDF button.