Go to Tenants > Create tenancy.

Select the address of the property the tenancy is to be created for.

Select the relevant agreement template.

Ensure the incoming tenants are ticked under the Select column.

Set the date of entry for the property (move-in date for tenants).

Ensure the rent amount and payment frequency are correct.

Pro rata date: The date in which the tenant is to make their first full rent payment. For example, if the client moves in on the 15th March but would like to pay on the 24th of each month, set the pro-rata date to 24th March. Similarly, set if the tenant is to pay on the first of each month, the pro-rata date would be the 1st April.

First rent payment: This will contain the pro-rated amount for the period from the lease start date to their first full month's rent payment due date. Click on the Calculate pro rata rent button to auto-calculate the partial amount due.

Pro rata date: This should be the date 3/6 months after the date of entry. For example, if the tenant moves in on the 15th March and is paying 6 months upfront, the pro rata date would be set as the 15th September.

First rent payment: This should contain the amount of rent the tenant is paying upfront. When the pro rata date has been set, click the Calculate pro rata rent button to calculate the advanced rent amount.

Set the required deposit amount.

Selecting the deposit scheme name is optional and only required if your tenancy agreement template includes our deposit scheme merge fields.

Enter the regular payment date to the owner - this defaults to 14 days after the tenant rent payment date.

The monthly amount is calculated as the full rent minus your management fee.

If you would like to make an extra payment to the owner enter this date in the Additional payment field (only applicable for pro-rata payments).

Set the length of lease for this tenancy by selecting one of the default options.

If none of these options are applicable, enter the end of fixed term date in the Enter alternative date field.

Select documents to create: Defaults to generate all documents, update this dropdown to generate the tenancy agreement alone or to generate no documents at all.

Download Tenancy Agreement as a Word document: Tick this checkbox to download the tenancy agreement in Word document format. Please note, this cannot be used if the agreement is to be electronically signed.

Set property status to awaiting move in: If ticked, the property status will automatically update to Awaiting move in when the tenancy has been created.

Use pre-printed headed notepaper: If the agreement is to be printed onto pre-printed headed notepaper, tick this checkbox.

Use electronic signatures: If the agreement is to be signed electronically via Signable, tick this checkbox.

Create tenant documents - documents will be generated in separate pop-up windows.

Create documents and email - documents will be generated as above and a pre-populated email to the tenants and any guarantors (if applicable) will pop-up which contains links to their tenancy documentation.

If Use electronic signatures was ticked, at the point of creating the documents the View open Signable documents page will automatically open in a new tab.

To send a document for electronic signing, click on the tick icon within the Send column.