Sending Forms
Conveniently email forms, documents, or notices to individual tenants and owners from your Rentec Direct account.
Note: This article reviews sending forms that have been saved to your software. Use the links below if you came to this article looking for:
- Adding Forms
- Sending forms that require Electronic Signatures
- Managing bulk emails, mail letters, or notices Certified Mailing Manager
Sending Forms
The following steps walk through emailing forms to tenants and owners.
In your Rentec Direct account:
- Click on Tenants or Owners
- Right-click on the specific tenant or owner and select Forms
- Select the Form
- Click on Use Email (verify the email address)
- Enter the Subject and Message
- Check the box to "Send a copy to myself" to receive a copy
Click Send Form via Email
Tip: You can print a copy by clicking the Download option under the document preview.
User Permissions
If you are using Rentec Pro or Rentec PM and have added subusers, you can specify whether these accounts have permission to add or edit Forms.
The following steps will guide you through setting permissions to allow access to forms.
In your Rentec Direct account:
- Click on Settings
- Under Account, choose Users / Managers & Users
- Click the Permissions link for the user whose permissions you wish to edit
- Change Allow access to Forms to YES
- Click on Save Changes
Important Note: There are other form options available to customize for your users. Please use caution when granting permission to send Forms electronically. Electronic forms are legally binding documents and may also incur charges on your account.