In North America, Tenants are referred to as Leases. For the purpose of this article, we will refer to Outgoings and Tenants. For more information on regional terminology, refer to this article or contact support.
To schedule a new Rent Review for a Tenancy:
2. Click Rent Reviews on the left menu
5. Set the Review Type
6. Optional enter notes (internal purposes only)
- Select "Add a form or correspondence template"
- If you have previously set default Forms and Agreements templates in Review Types then based on the Review Type you have selected above for the Rent Review you are creating, these defaults will populate through. Otherwise, the fields will be empty.
- Once you have selected a Form template, choose a Send method from:
- Email - This will allow you to select from an Email Correspondence Template
- You will be able to preview these templates in Settings once selected
- Select "Confirm" when you have selected your templates.