All documents created in TenantTech are recorded in program under Document History.
General Reminders:
- Documents created in program are not able to be deleted from a Resident's document history. Users with appropriate access can void documents in program.
- Users can select a particular resident and use the menu options on the Resident page to navigate to that specific resident's document history.
- Multiple Property Accounts, users must select the property before going to Document History.
- The system will require users to confirm the email address and DOB for the signing party.
- The link sent to signing parties is valid for 14 days.
Advance Filter Search Options
Advanced Filters allows users to search for documents by different factors. Below is a screenshot and explanation of the options to search for documents on the property/account.
- Document created between - date range the form was created in program.
- Keyword Search - search for forms that relate to a certain circumstance.
- Building/ Unit - review forms that were created for a specific unit/resident.
- Show only e-signed forms - forms that were electronically signed by resident or resident and owner/agent.
- Show only forms without unit/resident data - forms that were generated for applicants in program.
- Type- search by form type in program.
- All Type
- Specific Types- Agreement/ Addendum, Accounting, Application, Certification, Notice- Termination, Notice- Other, Policy/Info., Other/Misc.
- Show Hidden - review voided forms.
Document Download Options-
Resident/Unit Bulk Download
If you are reviewing a specific unit/resident's document history, you are able to download a Zip File of the documents and save those to your personal device. To download the zip file for a resident group, select the orange hyperlink 'Download all Documents'.
Indvidual Download
Users can review and download a specific document in Document History by selecting (view >>) or (view all >>). Users can save PDF to their device.
Other Functions in Document History:
Void This Document - documents that have been countersigned by owner/agent cannotnot be voided. Signing must be cancelled to void the resident signatures and void the form in Document History.
Upload File - allows users to upload a file in document history. This is most often used when documents are not issued for electronic signing.
Email this Document - allows users to email a PDF of the document/forms generated in TenantTech. This is not a signing link and will not allow for the recipient of the email to sign the forms electronically.