How to Create a Form from a New Tenancy in Reapit PM

Overview

How to Create a Form from a New Tenancy in Reapit PM

This guide will walk you through creating a new form using Reapit Forms from a tenancy agreement in Reapit PM.

1. Navigate to People.
2. Navigate to Tenants.
3. Search and select the relevant Tenancy.
4. Click Create Reapit Form.

1. Reapit Forms will open in a new tab, displaying the new form in the draft status.

1. Owner, Property and Tenant agreement details will merge through to the form.

1. While filling out the form, any fields with the alert icon are sections that are still missing mandatory information. Click Edit to add in the required fields.

1. The missing fields will display, showing where information is required.

2. In the Rental Terms section, you’ll see a Yes/No option labeled Future Rent Changes. If you select Yes, an additional set of fields will appear to enter the effective date, the updated rent amount, and the change frequency. Once completed, this information will automatically be included in the generated PDF as an Annexure.

While editing the agreement, users can amend previously entered required fields and apply necessary customisations. Some of these can include:

• Adding or modifying special conditions, including one-off clauses

• Uploading additional documents such as strata bylaws or owner instructions

• Updating default tradespeople or adding custom contacts if the owner has preferred contacts

1. Enter the information and click Save.

1. The alert icon will be removed. If the icon appears in any other areas, proceed with providing the required information.

1. At any time while in the Draft ****status, click Preview to display a copy of the form.

1. This will open in a new window, allowing you to look at how it will be sent in its current state.

1. Once you have finished filling in the required information, click Send.

1. The Send for Signing pop-up will appear to advise that the tenants will receive the link to the agreement via SMS and Email. Select a duration from the drop-down menu on how long until the link expires.

1. Click Send.

1. Confirmation of the agreement being sent will be displayed.