Tenancy Agreement Templates
You can save tenancy agreement templates into COHO to easily re-use them when creating a tenancy agreement.
Adding a new template
Head to the onboarding panel of the main dashboard page, and click on the cog icon on the top right of the panel, to open the Onboarding settings modal.
There, you will see that the first section is called “Tenancy Agreement Templates”. This is where you can manage your templates.
To add a template, click on the button “+ New template”.
On the form, you can:
- Give the template a name, to easily recognize it (mandatory)
- Restrict the template to a specific property (default is that the template is available for all)
- Restrict it to a specific rental type (default is all rental types)
- Add the contracts
- Microsoft Word files (.docx) will be scanned for merge fields (see more in Merge Field Guide) when creating a tenancy agreement with signature type “eSignature” or “Wet Signature”.
- Any other file (pdf, images…) will be set in the tenancy agreement as saved in the template (no modification)
- If there is only guarantor agreement files, this will be considered a guarantor only template and will not be available on the template selector for the tenancy agreement files
Update a template
This is not possible, you will have to delete the previous template and upload a new one.
Delete a template
On the template section of the settings, click “View” on the row of the template you want to delete. It will open a detailed view of the template and at the bottom, a button “Delete template”.
Using the template
Once on the create tenancy agreement form, at the step where you upload the files, you will see a selector to use your template. If you don’t want to use a template, you can click “Upload files”.
Only the templates with a tenancy agreement files will appear here (the guarantor-only templates will not show, read above).