To create customised letters including Tenancy Agreement, Deposit letters and other template letters, follow the steps below:
1) Click the Tenancy tab.
2) Locate the tenancy in the list or use the search and the top of the tenancy page. Click the Pencil icon to edit the tenancy.
3) At the top of the Tenancy on the right hand side press the Print button.
4) A pop put box will appear. First select the template using the Select Template dropdown. Select the template from this dropdown and select the format - either PDF or Doc.
DOC is Microsoft Word (which can be amended after being downloaded) or PDF cannot be amended after being created.
5) If you would like to send the template letter via Email or Signable, tick the relevant box and press Print. Select the email template and enter the email address in the To field. You can also amend the text in the body of the message.
Once ready Press Send. This will send this template as an email attachment to the contact.
6) To download the letter template on your computer leave the Email and Signable boxes unticked and press Print.
The template will then be downloaded to the Downloads folder on your computer.
