For guidance on how to add, update or remove a tenancy pack template, please see the steps below:
1. Adding a new tenancy pack template
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
2. Updating an existing tenancy pack template
Go to Tenants > Create Tenancy
Click on Tenancy packs
Locate the template in question
Click on the pencil icon within the Edit column
Amend the Title so that it is different from the previous version. This will prevent any caching of the old template
To download a copy of the current template, click on Click here to view the uploaded template
Amend the Word document as required. Once changes have been finalised, save a copy of this file
Go back to SME Professional and click on Choose File
Select the document that is to be used to override the existing template
Click on Submit.
3. Removing a tenancy pack template
Go to Tenants > Create Tenancy
Click on Tenancy packs
Locate the template in question
Click on the red X in the Delete column
To confirm, click Yes on the pop-up