This guide explains how to set up and use COHO’s solicitor-approved tenancy agreement templates within the onboarding process.

These templates include the required merge fields and tags needed for automatic population during onboarding.

1. Download the Latest COHO Agreement Template

To use the new tenancy agreements, you first need to download COHO’s latest version.

• Navigate to the Onboarding panel
• Click the settings cog

• Review and agree to the tenancy agreement terms
• Once accepted, you’ll be able to download COHO’s pre-populated tenancy agreement

This version already includes all required merge fields and tags, so it’s ready to use.

2. Save the Agreement to Your Device

• Download and save the file to your device
• Do not edit or remove merge fields, as these are required for the agreement to populate correctly during onboarding

3. Create a New Template in COHO

Once downloaded:

• Click Create New Template

Then:

• Give your template a name (e.g. Standard AST / HMO Agreement)
• Select which properties the template should apply to

4. Upload the Agreement & Supporting Documents

• Upload the tenancy agreement file you just downloaded
• Add any additional documents if required, such as:
  • Guarantor agreement
  • Supporting documents

5. Save Your Template

• Click Upload

Your template is now ready to be used during onboarding.

6. Apply the template during Onboarding

When onboarding a tenant:

• Select your saved tenancy agreement template
• COHO will automatically populate it using:
  • Tenant details
  • Property and room information
  • Rent and tenancy details
    
  • Property ownership details

• You must agree to the terms before downloading the agreement
• This agreement is only to be used inside COHO
• Do not edit or remove merge fields from the downloaded template. These are required for the agreement to populate correctly during onboarding.
• Templates can be assigned to specific properties
• Additional documents (e.g. guarantor agreements) can be included within the same template