The tenancy pack functionality allows users to customise which documents are to be generated and sent alongside the tenancy agreement.
More than one tenancy pack can be set up, for example, users may wish to have separate document packs for managed let and let only tenancies or for different deposit schemes.
1. Enabling the tenancy pack functionality
Note: Only an authorised superuser can enable the tenancy pack functionality
Go to Admin > View all employees
Click on Admin page
Click on General
On the left-hand side of the page, click on Tenancy packs
If the toggle beside Customise documents to be generated and sent alongside the tenancy agreement is grey, click on it to enable the tenancy pack functionality
2. Creating tenancy packs
Go to Tenants > Create tenancy
Select Tenancy packs
Click on + New tenancy pack
Set the Title for this tenancy pack, for example, Fully managed or DPS
Click Submit
Repeat for all other required packs
3. Adding documents to a tenancy pack
3.1 Assigning existing tenancy pack documents
For tenancy pack documents already uploaded, users can assign each document to the correct tenancy pack. Note, one document can be assigned to multiple tenancy packs.
Go to Tenants > Create tenancy.
Select Tenancy packs
Locate the document in question.
Click on the edit pencil icon.
Click into the Tenancy packs field.
Select each tenancy pack this document is to be added to (shown below). Users can manually type in the title of a new tenancy pack to create a new pack option.
Click Submit.
3.2 Uploading new tenancy pack documents
Go to Tenants > Create tenancy
Select Tenancy packs
Click on + New template
Enter a Title for the document.
Select the tenancy pack(s) this new template is to be added to. Users can manually type in the title of a new tenancy pack to create a new pack option.
Click on Choose File and locate the template to be uploaded.
Click Submit
4. Viewing documents per tenancy pack
Go to Tenants > Create tenancy
Select Tenancy packs
The Tenancy pack column will list the name of the tenancy pack(s) each document is assigned to (shown below)
To view all documents in just one tenancy pack, expand the Filter by tenancy pack dropdown and select the relevant pack name
The table will then update to list only documents assigned to that one tenancy pack
