How to add a Tenant to a Property so it’s ‘Leased’ instead of ‘Vacant’?
To change a Property/Unit’s status from ‘Vacant’ to ‘Leased’ i.e. to add a Tenant to a Property, you would have to create a Lease for this Property.
To create a Lease,
1. Go to intended Property/Unit page and click ‘Add Lease’ in the middle column.
2. Fill out Lease information. If you wish to ‘Create a new Person’ instead of choosing an existing Tenant, make sure to click ‘Save New Person’ before moving onto the next section.
3. Next, you will be able to Create a Digital Lease Agreement, ‘Upload a document’ of your own, or Neither. If you don’t have the document now – no worries; you can always come back and attach it to the Lease in the future.
4. To access Lease Documents at a later date, click the underlined Lease title (e.g. Fixed Length Lease) in the Lease Snapshots section, and you can access them in the Lease Summary.