How do I add a new landlord instruction template in agentOS?
Go to Office > System Letter Templates, filter by Lettings Instruction Letter, create a new upload slot using the Add Service / Tenancy Type Template button, then upload your document file.
If you have a new landlord instruction that is not replacing any of your existing ones, you will need to create a new upload slot before uploading the document. Follow the steps below.
Step 1: Open System Letter Templates
Go to Office > System Letter Templates.
Step 2: Filter by Lettings Instruction Letter
In the Letter Type drop-down menu, select Lettings Instruction Letter and refresh. The list will now only show your Landlord Instruction upload slots.
Step 3: Create a new upload slot
Click the Add Service / Tenancy Type Template button on the right-hand side. A new window will appear with the following fields:
- Branch — select the relevant branch
- Letter Type — select Lettings Instruction Letter
- Service Type — choose the relevant service type, or leave blank if the instruction should be available for all service types
- Tenancy Type — select the tenancy agreement type you require
Click Add Service / Tenancy Type Template to confirm. The new slot will now be created.
Step 4: Upload the template file
Once the slot has been created, click the Actions button along the relevant upload slot row and select Upload Template File.
A new window will open where you can either drag and drop your file, or click Search files… to locate it on your computer.
Once the file has been uploaded, click Close. The instruction template is now available in the system.
If you need any assistance, contact support@agentos.com.