Documents
Create document templates once, then merge them with tenant data to produce filled-in PDFs - leases, notices, letters.
How it works
You write a template with merge fields as placeholders - things like {TenantName} or {MonthlyRent}. When you print, you choose a tenant and the app replaces every placeholder with that tenant's actual data. The result is a ready-to-use document you can print or save as a PDF.
Sample templates
Your account starts with six ready-to-use templates: a basic lease, a month-to-month agreement, a late rent notice, a 30-day notice to vacate, a lease renewal letter, and a welcome letter. Edit any of them or create new ones from scratch.
Inserting merge fields
Click Insert Field in the toolbar to pick a field from the list - it drops in at the cursor position. Or type the field name directly in curly braces: {TenantName}. Field names are case-sensitive and must match exactly.
| Field | What it inserts |
|---|---|
{TenantName} | Full name |
{UnitAddress}, {City}, {State}, {Zip} | Property address fields |
{MonthlyRent} | Sum of all active recurring charges |
{DepositAmount} | Security deposit on file |
{Balance} | Current amount owed |
{LeaseStart}, {LeaseEnd} | Lease dates from the tenant page |
{LandlordName}, {LandlordEmail}, {LandlordPhone} | Your info from Settings > Accounts |
{TodayDate} | Date at the time of printing |
Printing - single vs. bulk
When you click Merge & Print, you choose the scope:
- Single tenant - pick one tenant, get one merged document.
- Bulk - pick a building or unit. The app generates one merged copy per active tenant and combines them into a single PDF, one page per tenant.
Sending documents to the tenant portal
After merging, you can send the document directly to the tenant's portal so they can download it at any time - no email attachment required.
There are two ways to do this:
- Send to Portal from the Documents page - open the template, click Send to Portal, choose the tenant and a category (Lease, Notice, or Misc). The merged PDF is delivered to the tenant's portal Documents tab.
- Upload from the tenant's Docs tab - open any tenant, go to the Docs tab, click Send to Portal, then select any PDF file from your computer. Enter a title and choose a category. Use this to send any document - not just templates.
Documents sent to the portal are listed in the tenant's Docs tab (in the main app) and in the Documents tab in the tenant's portal. The tenant can download but not delete them.