Sending Forms
Conveniently send forms with information auto-populated to tenants and owners from your Rentec Direct account. Rentec Direct Property Management software provides the option of customizing a form using the templates provided, creating a custom form template, or uploading a form template you currently use.
Notes:
- For more information on adding forms, click this link Adding Forms
- If you would like to send a form that requires an electronic signature, click here for more information: Electronic Signatures
Sending Forms
The following steps walk through how to send 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
- Under Choose Template, select the Form you would like to send
- Click on Use Email
- Verify email addresses
- Add 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 walk you through setting permissions for allowing access to forms.
In your Rentec Direct account:
- Click Settings
- Under the People option, choose 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.