How do I add a new tenancy agreement template in agentOS?
Go to Office > System Letter Templates, filter by Tenancy Agreement Letter, create a new upload slot using the Add Service / Tenancy Type Template button, enable Editable Docx, then upload your agreement file.
If you have a new tenancy agreement that is not replacing any of your existing ones, you will need to set up 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 Tenancy Agreement Letter
In the Letter Type drop-down menu, select Tenancy Agreement Letter and refresh. This will display only the tenancy agreement 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 where you can configure the slot:
- Branch — select the relevant branch
- Letter Type — select Tenancy Agreement Letter
- Service Type — choose the relevant service type, or leave blank if 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 be created and you will be taken to the slot record.
Step 4: Enable Editable Docx
Click Edit to open the slot record. Toggle the Editable Docx slider to Yes, then click Save.
Click back into the System Letter Template tab to return to the list.
Step 5: Upload the template file
Click the Actions button along the new upload slot row and select Upload Template File.
A new window will open where you can drag and drop your file, or click Search files… to locate it on your computer.
Once uploaded, click Close. The new tenancy agreement is now live in the system.
For a guide to the tags available for use in your tenancy agreement, search for the Common Tenancy Agreement Tags article in this knowledge base.
If you need any assistance, contact support@agentos.com.