Updating the Tenants on an agreement

Overview

Updating the Tenant on an Agreement

This article will give you a guide to updating and making tenants inactive on an agreement within Reapit PM.

If a tenant has moved out or in during a tenancy you may need to update the contacts on the agreement. The following process will guide you through this.

The processes in this article include:

• Updating the Tenant on an Agreement
• How to make Tenants Inactive

Updating the Tenant on an Agreement

1. Click on People.
2. Click on Tenants.
3. Search and select the Tenant
4. Click on E****dit.
5. Click Change Tenants.
6. Remove existing contacts by selecting X.
7. If you are adding a contact search for the existing contact file, or
8. Select Add New ****to enter the new tenant details.
9. Click on Create Contact.
10. Once you have added or removed the contacts you can Select Next.
11. You now have the chance to review the tenant agreement details and update anything as required.
12. Once all the details have been verified you can click Save & View.

How to make Tenants Inactive

1. Click on People.
2. Click on Tenants.
3. Search and select the Tenant
4. Click on 3-dots next to the tenants name and select Edit Tenant.
5. Click on Make Inactive.
6. Click on Confirm.