TABLE OF CONTENTS



Fields/Information Yardi shares with TT


Residents

  • Type (standard resident, minor, co-signer)
  • First Name
  • Last Name
  • Middle Initial
  • Work Phone
  • Cell Phone
  • Home Phone
  • Email Address
  • DOB
  • SSN
  • Vehicle (Make, Model, Year, License, State, Color)
  • Monthly Rent
  • Security Deposit
  • Other Monthly Charges
  • Lease From Date
  • Lease To Date
  • Move-in Date
  • Move-out Date
  • Emergency Contact Full Name
  • Emergency Contact Address
  • Emergency Contact Phone

 

Units

  • Number
  • Type 
  • Number of Bedrooms
  • Number of Bathrooms
  • Square Feet
  • Street
  • City
  • ZIP
  • Country



Step-by-Step Instructions

*Yardi integration must be set up before you can import Residents into TenantTech or post leases to Yardi. 


Residents Module in TenantTech


Navigate to the Residents module by going to the Residents tab >> Residents.


    Steps to import Yardi residents into TenantTech:


1. From the Residents section in TenantTech, select the appropriate unit that the resident will occupy, then click on the Yardi Import button located in the menu options on the right. If the unit is currently occupied, then the resident will be imported as "Incoming".


2. Next, you will be prompted to select the resident from the menu previewing your Yardi data


3. Select to import resident(s) as Current or Incoming, and check the box to save the Yardi connection for future electronically signed documents to post to Yardi. 


*Tip: By saving the connection, all future SIGNED documents for the unit will automatically attach to this resident in Yardi until they are moved out. If you do not save the connection, then you will be required to select the appropriate resident each time after the e-signing process is complete. 

    4. Click Import Info Now, to complete the import. 



    Steps to Generate, Sign, and Post Lease from TenantTech to Yardi:

If the connection is saved, then the Documents generated in TenantTech will automatically be posted in Yardi, but ONLY after ALL necessary signatures are complete. Otherwise, the document will only be available in TenantTech.

 

There is a manual Send to Yardi option if you have a situation where you need to post generated forms to Yardi that have not been signed or are only partially signed, as shown in the *Note under step 11 below.



    Generating & Signing Documents

            1. From the Residents section in TenantTech, select the resident.

            2. Click on Forms & Docs and select the Print for Single Unit option. 

            3. Select the appropriate form(s) by clicking the box next to the form number, then click Edit Forms. 

 4. Enter any necessary information on the form and click Next.

            5. Click on the Sign Electronically option located in the upper right, just under the search bar.

            6. Confirm the names of all signers, including the owner/agent, then click on Sign by Sending Email. 

            

            7. The resident(s) get the email and complete their signature(s).

            8. Owner/Agent signs 

       9. From your dashboard, you can easily see when a document is ready for your signature. Click on the document to begin signing.

           

             10. Select your signature and sign.


11. After confirming and finalizing the signatures, the signed forms will either post to Yardi automatically (if the connection had been saved before), or you will be asked to select "Send to Yardi" and find the matching resident with the Unit ID drop-down menu (as mentioned here). Save the connection to avoid this step in the future.


*Tip: You will know that you have successfully completed signing (step 10 above) when you briefly see a green box with a white check mark in it, immediately followed by this confirmation message. 



            *NOTE: Sending Blank Forms/Documents to Yardi


After selecting the form(s) you will be using (see steps 2 and 3 above), you will need to click on the box next to the Print Selected Forms for an Emergency, then click on Edit Forms.


Then, instead of entering information into the document, you just select the Send to Yardi option found in the upper right corner of the document. 


 

    Document History


The Document History allows you to view the documents that have been created for the occupants of a unit during their residency, as well as the document's details. 


To get to the document history, go to the Residents tab along the top of the page, select Residents from the drop-down menu, select the resident/unit, and click on Document History located within the options listed on the right side of the page. (Residents Tab >> Residents >> Select resident/unit >> click Document History)


            When viewing the document history, you immediately will be able to see:

                    1. The title of the document.

                    2. When it was created and who created it.

                    3. When the document was sent for signing.

                    4. If or when signing is completed.

                    5. When the document was attached in Yardi and what resident/unit it was attached to. 


If you do not see a document in Yardi, then you can manually send it by clicking on the Send to Yardi option.