Steps:
- Once placement is locked in, placement addendums will need to be sent out.
- Go to Residents > All Residents > Filter All Residents
- Change "Lease Start Date" to the month of the new lease term
- Select the residents (Please note that if you click the box to select all, it will only select all on that page (up to 50 residents). A box will appear letting you know to CLICK HERE to select all that return with those search parameters)
- Click the upside-down triangle next to the "Email" button
- Click "Document"
- Select the document titled "HRA Exclusive Space Addendum"
- Select the signatures needed for "Primary" and "Co-Signer"
- Click "Continue"
- Select the "I Acknowledge" box
- Click "Generate All"
- Select the "Send an email invitation for the resident to sign" box
- Click "Finish"
- Once the documents have been generated, a box will appear at the top of the "all residents" screen letting you know. It will have an option to click and view all documents in one file.
- All of the documents generated will be added under each individual account in the documents tab.
Screenshots:
Video:
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