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How do I send attachments with the lease?

Hannah Gurney
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The rules

  • Default documents can be viewed, accessed and used by your team for any future agreement. 
  • Temporary documents are generally specific to the property. Unlike default documents, temporary documents are not accessible on future agreements. 
  • Acknowledge documents must be read and acknowledged by the signees before they have the ability to sign the lease using One Touch™.
  • Email documents are sent to the tenant(s) as email attachments and require no acknowledgement that the tenant has viewed them. 
  

Set-up and manage default documents

If you haven't already, make sure you learn how to set-up and manage your default documents! Click here to find out more.

How to add documents that the tenants need to read and acknowledge

Any document uploaded within the "Documents that tenants need to read and acknowledge" section of the sending process must be acknowledged as viewed by the tenants prior to signing the tenancy agreement. This action is noted in the final email that is sent to all parties, which includes the Register of Events and a signed copy of the agreement. 

 Process:

  1. Scroll and locate "Documents that tenants need to read and acknowledge" positioned in the One Touch section of the General Tenancy Agreement. 

  2. In this section, select the tickbox next to any documents that need to be viewed and acknowledged by the tenants. 

    Selected_Documents.png

    Need to manage your default documents? Click here to find out more.

  3. Upload any additional documents that must be acknowledged by the tenants for this particular agreement. To do this: 

    • Select "Upload temporary document".

      Upload_temp_doc.png
  • Select the documents that you would like to add to this particular agreement.
  • Select "Open" or "Attach". 
  • The documents will then be automatically selected for this agreement. 

Temp_docs_example.png

The documents attached as a temporary document will display a "TEMPORARY" tag next to them. Temporary documents will only display for that particular agreement and will not form part of the default attachments.  

How to upload documents emailed to the tenant

Any document uploaded within the "Documents emailed to the tenant" section of the sending process will be included as an email attachment in the initial email that is sent to the tenants.  

Process:

  1. Scroll and locate "Documents emailed to the tenant" positioned in the One Touch section of the General Tenancy Agreement. 

  2. In this section, select the tickbox next to any documents that need to be included in the initial email that is sent to the tenants. 

    Docs_emailed.png

    Need to manage your default documents? Click here to find out more.

  3. Upload any additional documents that need to be attached to the initial email sent to the tenant. To do this: 

    • Select "Upload temporary document".

      Docs_emailed_tenant.png

    • Select the documents you wish to attach to the initial email to the tenant. 
    • Select "Open" or "Attach". 
    • The documents will then automatically be selected for this agreement. 

      temp_tag_emailed.png

The documents attached as a temporary document will display a "TEMPORARY" tag next to them. Temporary documents will only display for that particular agreement and will not form part of the default attachments.  

For more information on managing standard attachments, please click here.

 

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