The Tenancy Checklist

In the ‘Tenancy/Lease’ module, Double click on any agreement to open up the relevant tenancy record, click on the ‘Information Bar’ and click on ‘Check List’. This will bring up the tenant’s checklist in the right hand column.

These checklist items feed from the ‘Tenant Process’ covered in the document titled ‘The Overview Screen’.

The checklist will allow you to tick off any documentation you have received from a tenant. If you have not yet sent that documentation to the tenant, you can Double click into any document on the checklist to open it up.

Once the checklist item is open click on the box next to the tenant name. This then puts a ‘x’ in the box. Click ‘Edit Document’ to make any required changes before printing.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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