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Best Practice when using Property Me and One Touch™

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Best Practice 

If you are using PropertyMe and One Touch™, it is important to be aware of the following scenario.
 
If you send off your General Tenancy Agreements using One Touch™, it is important to avoid selecting "Save in PropertyMe" afterwards, as this will prevent the change request feature from operating as intended.
 
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The reason for this is that selecting "Save in PropertyMe" essentially finalises the agreement at that point in time, which then prevents either party from actioning a change request or having access to a One Touch™ signed copy of the final agreement in Realworks.  
 

PropertyMe to Realworks recommended steps

To ensure that you are benefitting from the full features available through One Touch™, we recommend following the below steps:

  1. When creating a Form 18a in PropertyMe, select "Edit in REI" from the dialogue box that displays  
  2. Review form within Realworks, editing where required.
    2.1Should you wish to keep a copy of the agreement before sending this to the signing parties, please select "Preview" and save this watermarked copy of the agreement to your computer. 
  3. Return to the Realworks form and send the agreement via One Touch™.
  4. Return to PropertyMe and select the "X" located to the top right-hand-side of the dialogue box.
  5. Where you would like to keep a copy of the unsigned agreement, simply locate the saved document from step 2.1. Drag and drop this document to the tenant section of your property folio in PropertyMe.   

What if I have already selected "Save in PropertyMe?"  

If you have already selected "Save in PropertyMe" for a particular agreement and are therefore unable to action a change request, you will need to cancel the agreement, duplicate it and then resend it to the tenants for signing. 

For instructions on how to cancel an agreement, check out our article here.

For instructions on how to duplicate an agreement, please click here.

How do I track my agreements with One Touch and Property Me?

Where your team would like to put some tracking in place, you can do so by simply adding a task within PropertyMe.

Using this tool, we would recommend setting the lease signature deadline as the due date and pasting the form URL into the message of the task.

PropertyMe task management: https://support.propertyme.com/hc/en-us/articles/360014439933-Tutorial-Task-Management

Please note ➞ you must be signed into PropertyMe in order to view the task management article.

 

If you have further questions on this particular workflow or are concerned about particular agreements, you can always reach out to our friendly Support Team at help@hutly.com. 

 

 
 

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