How do I add Notices Templates?
A Notice is sent to the tenants by the Landlord/Property Manager to notify the tenants of anything important they need to informed of, as well as to take action: notice to vacate, rent increase notice, notice to repair changes, eviction notice, etc
In order to add a Notice Template, please click on the gear icon in the upper right-hand corner of your account, which will take you to the main Settings menu. Select the Document Templates section.
Click "+ Create New Template". There are two template flow types: Create a template and Upload PDF.
The option to upload PDF is available starting with the Growth Plan.
With our dynamic PDF Editor tool, you are able to upload PDF files and add elements such as signature, initials, and date signed to clauses you want. You also will be able to add and require the information from your tenants using the textbox element.
Select Copy&Paste flow, enter the document template name and select “Tenant notice“ as the Document type.
In the Template Editor, copy and paste the verbiage. You can drag or double click auto-fill elements to enter them into your template if you have content that you wish to be auto-filled during the Sending notices to sign process.
Enable the “Default signatures” option and it automatically assign signatures/date signed elements at the bottom of the notice to your tenant and you while sending the notice to sign.
The option to add fields (Signature, initials, Date signed, Textbox) and enable the “Default signatures“ toggle button is available starting with the Starter Plan.
While sending a notice, you can add attachments to the notice template, which will be shared with your tenant along with this template. If there are related materials to be added click “Yes“ and upload the attachments. Press "Create Template" to complete the action.
Note: You can attach up to 10 files.
The Notice you have created is available in the “Document Templates“ tab:
Please note! You can add the following amount of templates depending on your subscription plan:
- Free - 1 Template (Notice or Agreement);
- Starter- up to 10 Templates(Notices and Agreements);
- Growth - up to 30 Templates (Notices and Agreements);
- Premium-up to Unlimited Templates (Notices and Agreements).
Watch out the guide below:
Sept. 27, 2021