Previewing Forms & Agreements for Rent Reviews

  • Updated

For North American users, please be aware that "Tenancies" are known as "Leases" and "Terms & Breaks" within a Tenancy are referred to as "Terms & Options". For more information on regional terminology, please refer to our Glossary of Regional Terminology.

This article will guide you through the process of previewing forms & agreements, and email correspondence prior to them being sent to leases/tenants during rent reviews. This is an important step to ensure accuracy and professional communication with your leases/tenants. There are two distinct areas within the application where you can perform these previews.

Preview Options During Individual Rent Review

After conducting an individual rent review, you can inspect all relevant documentation through the following steps:

  1. Click on the Forms and Agreement Title to open the form in the documents section under Leases/Tenancy Records.
  2. Download the corresponding Forms and Agreement document in PDF format to ensure correct details.
  3. Review the associated Email Correspondence Title, which directs you to an editable version in your Settings.
  4. Make necessary adjustments to the email content before sending it to the lease/tenant.
  5. Choose to preview and download the updated Email Correspondence as a PDF.
  6. Send all the finalized and accurate correspondence directly to the lease/tenant.

Screenshot of Rent template created - Re-Leased.jpg


Bulk Rent Review Correspondence Preview

When managing multiple rent reviews at once, follow these instructions within the Correspondence Tab:

  1. Locate the Preview button next to each attachment you want to review.
  2. Clicking on this button will launch a document viewer that allows you to inspect the documents as they appear to the lease/tenant.

Screenshot of Review Correspondence - Re-Leased.jpg

By using these preview features, you can ensure complete accuracy and professionalism in your lease/tenant communications, which in turn can save time and prevent misunderstandings.

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