How do I edit a tenancy agreement using the Post Bag in agentOS?
Search for the property address in the search bar, open the tenancy, go to the Tenants tab, and use the Actions menu to post the agreement. Then go to Office > Post Bag, find the letter, and use Actions > Download Letter for Editing. Once edited, re-upload using Upload Edited Letter.
Step 1: Find the tenancy
Using the search bar at the top of the screen, type the address of the property. Select the correct tenancy from the results.
Step 2: Post the agreement
Click into the Tenants tab on the left-hand side. All tenants linked to the property will be displayed.
Click the Actions button along the relevant tenant row and select Post Agreement.
A new window will appear — tick or un-tick any options as required (such as Cover Letter, Check List, DD/SO Form, etc.), then click Post Agreement.
Step 3: Open the Post Bag
Go to Office > Post Bag.
Ensure you are on the Authorise Letters tab on the left-hand side. This will display all letters awaiting authorisation.
Step 4: Download the agreement for editing
Find the tenancy agreement you have just posted. Click the Actions button along that row and select Download Letter for Editing.
Open the downloaded file and make your amendments.
Step 5: Re-upload the edited agreement
Once you have made your changes, return to the Post Bag and find the same letter. Click the Actions button and this time select Upload Edited Letter.
A new window will open — drag and drop the updated document, or click Select files… to locate it.
Click Close once uploaded. The changes will be saved to that slot in your Post Bag.
For more information about sending documents via e-signature, refer to the article How do I use Signable for electronic signatures on tenancy agreements in agentOS? or contact support@agentos.com.