Using COHO’s New Tenancy Agreement Templates

This guide explains how to set up and use COHO’s new pre-populated tenancy agreements, which include all the required merge fields and tags.

1. Download COHO’s Pre-Populated Agreement

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. Using the Template

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

Key Things to Remember

• You must agree to the terms before downloading the agreement
• This agreement is only to be used inside COHO
• Do not remove or edit merge tags
• Templates can be assigned to specific properties
• Additional documents (e.g. guarantor agreements) can be included within the same template