Create a document
To add a document, follow these simple steps: Go to the “My Documents” section and then click on “New Document”.
For each document, you can enter the following information:
- The type,
- The property and the building,
- The tenancy agreement,
- The description,
- The date,
- Activate sharing of the document with the tenants.
The accepted file formats are: Word, Excel, PDF, OpenOffice, and images (GIF, JPG, PNG).
Information
To digitize your documents, you have two options:
- Take a photo of them, but make sure to frame correctly and obtain a satisfactory image quality. You can use some scanning apps for smartphones.
- Use a scanner. A resolution of 150 to 200 dpi is usually sufficient to avoid obtaining large files.
Sharing documents
You have the option to share documents with your tenants.
When sharing a document, you can choose to share it with:
- All tenants ;
- All tenants associated with a property (you must select the property) ;
- All tenants associated with a tenancy agreement (you must choose the tenancy) ;
- Specific tenants.
Attention!
Be vigilant regarding sharing settings to avoid sharing confidential documents with a wide audience.
