TenantTech

The integration between Rent Manager and TenantTech allows for data to connect between the two products, minimizing double-entry between systems. In this article we will going over how Rent Manager users may utilize TenantTech. Resident  information will automatically update. When tenant/resident information is entered into Rent Manager, the information will automatically flow into TenantTech, and vice versa.

Different labels for the same/similar things:

For Rent Manager users that are new to TenantTech, it may be helpful to recognize that TenantTech uses different labels for sections of the site, and how those labels correlate with Rent Manager's labels. 

For the key sections and features that will be used, the chart below shows the language used in Rent Manager and how that language is reflected in TenantTech. 

*To skip to information about Residents or Forms & Docs, you may click on one of the links below.

• Residents
• Forms & Docs

Residents:

To get to the Resident section of TenantTech, go to Residents >>Residents.

For those NOT using the TenantTech Online Application Feature: 

If you are not using our Online Application at all, and you want to import a resident from Rent Manager directly, please follow these steps: 

1. From the Residents section, select the appropriate vacant unit that the resident will occupy, then select the "Rent Man. Import" option located on the menu that appears on the right side of the page.

2. A new window will appear, allowing you to use the drop-down menu to select the matching Rent Manager resident.

3. Select the radio button indicating if they are a current resident or an incoming resident, and click the box to "Save the connection between this lease in TenantTech and the selected unit/resident in Rent Manager".

    4. Click on Import Info Now, located in the bottom left corner of the window. 

Forms & Docs:

Documents generated in TenantTech will automatically post in Rent manager, but ONLY after ALL necessary signatures are complete. Otherwise, the document will only be available in TenantTech. However, you do have the ability to manually sent blank forms from TenantTech to Rent Manager, as shown in the *Note under step 11 below.

Generating 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 the 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 & Sign.

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

When selecting the form(s) you will be using (see step 4 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 Rent Manager 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 Rent Manager and what resident/unit it was attached to. 

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