Adding a New Tenancy Agreement

If you have a new agreement which is not to replace any of your existing agreements you will need to set up a new upload slot for this.

Please follow the steps below.

Click Office > System Letter Templates

You will then be directed to a new screen as shown below

In the ‘Letter Type’ drop down menu, please find ‘Tenancy Agreement Letter’ and refresh. This will then only show the Tenancy Agreement upload slots.

You will see a button situated to the right called ‘Add Service / Tenancy Type Template’ (1). Click this to bring up the following screen

Here you will be able to create a new slot for your new agreement.

• Select the relevant branch
• In the ‘Letter Type’ select ‘Tenancy Agreement Letter’
• Choose the relevant Service Type (If this is to be available for all service types, leave blank)
• Select the Tenancy Agreement Type you require
• Add Service / Tenancy Type Template

Adding a New Tenancy Agreement Type

Service Types

Once you have clicked ‘Add Service / Tenancy Type Template’ a new window will appear where you can select whether or not the document is going to be editable via the postbag. 

To do this click Edit and a new window will open.

Click the slider under 'Editable Docx' to change it to 'Yes' > Save.

The new slot has now been created. Click back into the System Letter Template tab.

You will now need to upload the new agreement.

Once you are ready to upload click on the ‘Actions’ button along the line of the upload slot you want to add this to.

Click on ‘Upload Template File’.

A new window will then open and you can either drag and drop the file or search for the file by clicking ‘Search files…’

Once you have uploaded the document, click 'Close' and this will now be updated for you.