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

4a. Sign and Send the Document

All parties can electronically sign the document which save time, money and paper.

  1.  Find your name in the Recipients list and click on the Sign button
  2. Type your signature and confirm
  3. Click on the Send button to send the document to the other recipients
  4. They will receive an email with a link to the document and can then sign it

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

4b. Print and Sign the Document

If you prefer, you can print and physically sign the document. Just click on the PDF button from the document page to download a PDF copy to print.

More help: Letting Your Property