How To Store and Share a Document
PayRent makes storing, sharing, and signing documents easy with our document management feature
Creation Date: Mar 27, 2024
Created By: Carlton van Putten
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# Login to the Payrent app and click on the "Documents" menu item
1. Click on ADD A DOCUMENT
2. Click on Upload Document
Then select a document from the file selection dialog box. The maximum size is 10MB and the pdf file format is recommended. PDF files must not be encrypted.
3. Add a label for the document
Adding a label does not change the actual file name.
4. Categorize documents using the optional tags field
You can add up to 4 tags per document. Existing tags can be selected from the dropdown menu
5. Optionally save the document as a template
Saving the document as a template allows you to quickly clone a document for individual tenants or properties.
6. Associate documents with properties, units, or individual tenants
7. To share a document with tenants, make the document public
Documents that are made public will appear in the tenant portal on their Wallet screen
8. Click on Save
