Tenancy records can have documents linked to them to help store important tenancy related files in a central place.
This ensures that important files are stored centrally against the individual tenancy, allowing them to be quickly located, reviewed, and managed when needed.
This can include tenancy agreements, inventories, prescribed information, notices, guarantor documentation, or other tenancy specific files.
Uploading documents to a tenancy record
Note
Documents (or files) in any of the following formats can be uploaded:
.pdf, .doc, .jpg, .png
Where possible, use clear and consistent file names before uploading documents.
This can make files easier to identify and manage when multiple documents are stored against the same tenancy record.
- Click Tenancies on the main navigation bar
- Select the relevant tenancy from Recent & Favourite Tenancies
- Alternatively, find the tenancy using the Search Tenancies bar in the top right
- Click Documents on the side menu
- Click Upload Documents
- Click Add Files
- Locate and select the required document(s) stored on your computer or network. Click Open
- The document(s) will display in the Select files section. Click Start Upload
- The document(s) are now visible within the Documents side menu. Click Save
The document(s) will now be saved to this tenancy record.
Documents can also be selected for preview, or deleted, by hovering over and selecting Delete.
Note
Files can be uploaded in a similar way in Properties and Contacts.
For more information on Uploading documents to a property, click here
For more information on Uploading documents to a contact, click here
Emailing a document from Alto
- Click Tenancies on the main navigation bar
- Select the relevant tenancy from Recent & Favourite Tenancies
- Alternatively, find the tenancy using the Search Tenancies bar in the top right
- Click Documents on the side menu
- Click the tick box(es) to select the individual document(s), or, tick Select All to select all the documents that have been uploaded to the Tenancy record
- Click Email Selected
- Select the appropriate email template to use from the dropdown and click Use the Template
- In the To field, enter the tenant you wish to email this document to
- Using the CC field, you can enter an additional recipient that's to be sent the email, but only if they are already a contact
- Overtype the email Subject text, if necessary
- In the main content area, type your email
- Your selected documents appear as Attachments. Once you're ready, click Send
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