Useful Plugins - sending documents via e-signatures
Firstly you will need to find the Tenancy that you would like to generate the Agreement for.
In the search bar, type the address of the property
Click into the tenancy and a new screen will appear. Click into the 'Tenants' tab on the left hand side to bring up a new screen. This will display all of the tenants linked to the property.
Click on the Actions button along the line of a Tenant and click ‘Post Agreement’
A new window will appear displaying a few options for your agreement, tick or un-tick the relevant boxes > Post Agreement
Once you have posted the Agreement please click Office > Post Bag
Ensure you are within the 'Authorise Letters' tab on the left hand side, this will display all your unauthorised letters.
Click the Actions button along the Tenancy Agreement you have just posted > download for editing.
Once you’ve made the necessary amendments to the document click the same Actions button but this time click ‘Upload Edited Letter’
A new screen will appear for you to either drag and drop the document or 'search for files...' to upload the newly edited document
Once uploaded please click close and the changes will be saved to that slot in your Post Bag.
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