Adding Forms (Legacy)

This help article contains instructions for the Legacy Version of Rentec Direct. More information about the latest version of Rentec Direct can be found here: The Remodel | Rentec Direct’s Newest Software Update

Under the Settings Tab, select the option labeled " Forms". Forms are like templates that will be populated with information at a later time. To add a new form click "Add Form" on the left side of the page.  New forms are created with some default content and data fields to help you get started and are automatically saved in the Drafts group.  

To add content to the form, click within the content area and begin typing or pasting content.  (TIP:  To paste text without source formatting, use CTRL-SHIFT-V). You can insert additional database fields by clicking "Fields" on the top right, which will open a menu for you to choose from.

New Form

Once you are done creating a new form, choose the Group in the top right or add a new group name and save the form by clicking the button at the bottom of the screen.

How to copy an existing agreement into Rentec Forms

If you have an existing rental agreement and want to copy it into Rentec's form system, the way to do this is to copy and paste it over.  For example, open the document in your existing document editor.  Select all the text within your document (CTRL-A is a shortcut for this), then push CTRL-C on your keyboard (or right-click and choose Copy) to copy it into your computer's memory (aka, clipboard).  Return to Rentec Direct and create a blank form (or edit an existing one).  Place your cursor inside the form where you want the text to be placed and press CTRL-V on your keyboard (or right-click and choose Paste). This will move the content from your original document into the Rentec forms system.  The Rentec editor will attempt to maintain formatting; however, depending on the source sometimes the document formatting may need to be corrected to look right. You can press the Preview button at the bottom of the page to see what the document will look like when printed at any time.
For more detailed instructions on how to copy and paste, see this article
TIP :  If the formatting does not carry over well, it's often best to paste without formatting using CTRL-SHIFT-V instead, then do the formatting within the Rentec editor.

How to download or print a populated Form

On the Tenants tab, right-click on the tenant and select Forms (Leases, etc.) from the menu.
This page requires that all signer names and email address be filled in on the left side of the screen. Clicking on Send lease electronically will create an envelope and email it to the signers for signature. The email will provide further instructions for the signers on how to add their electronic signature to the document(s) in the envelope.  If you prefer to download the PDF document and handle it traditionally, click on Download instead.


Co-renter's can be added by clicking the Add Signer button and then entering the name and email address of the co-renter. This will auto-populate the primary tenant's name and all co-renter name's that you added onto the lease anywhere you have used the "All Names" data field. 
Here you can click the Download button to save a copy of the form to your computer or right-click on the form and select Print to print it out a copy.

User Permissions

If you are using Rentec Pro or PM and have additional user accounts, you can specify whether these accounts have permission to add/edit forms and send electronic envelopes.
In the Settings Tab, open Manage User Accounts then select a user whose permissions you wish to edit. “Allow access to Forms” is required to edit forms. Please use caution when granting “Allow access to send Forms electronically” as each envelope will have a cost associated with it.

send forms electronically via hellosign

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