Prepare lease documents and retain signed versions
Generate or upload a contract under its lease, review the content, attachments and version, then deliver a signing link and track the document.
- Prepare the contractGenerate a document or upload a PDF/image contract
- Deliver the signing linkShare the single-use link with the intended tenant
- Tenant signs by handRead the document, verify the name and sign
- Landlord confirmationConfirm as required by the document workflow
- Retain the copiesDistinguish signing and completed copies
Keep the contract tied to its lease
Prepare documents from the lease contract section and confirm the tenant, property, room and dates. Uploaded attachment contracts have their own workflow. Review every page and the correct version before signing.
Deliver the link and preserve the documents
Share the signing link with the intended tenant and follow signing and subsequent confirmation. Distinguish the tenant’s copy at signing from the completed document produced after landlord confirmation.
Check availability and correction rules
Contract management, including online signing, is available in current Personal-or-higher plans. Use the correction workflow when signed content needs changing; a signed document is not an editable draft. Company enablement and role permissions still apply.
Rental reconciliation checklists and examples
- Monthly rent reconciliation checklist: separate rent due, received and unpaid
- Owner statement checklist: review the statement difference and the proposed transfer separately
- Electricity reconciliation checklist: source bills, room readings and an allocation example
- Rental-team Excel migration checklist: review properties, rooms and leases before import