How do I send attachments with the lease?

Navigation

• The rules
• Set-up and manage default documents
• How to add documents that the tenants must read and acknowledge
• How to upload documents emailed to the tenant

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 acknowledgment 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. Select the checkbox next to any default documents that need to be viewed and acknowledged by the tenants. 
   
   
   
   
   
2. You can upload agreement-specific documents by selecting "Upload temporary document".

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. , but does not need to be marked as read when signing the agreement

• The process for this is the same as uploading mandatory documents above

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