How To Store and Share a Document
Make how-to guides like this one in a snap.
CvP

Carlton van Putten

Created Mar 27, 2024

How To Store and Share a Document

PayRent makes storing, sharing, and signing documents easy with our document management feature

14
    a

Login to the Payrent app and click on the "Documents" menu item

8 Steps
1

Click on ADD A DOCUMENT

Oops, something went wrong

We had trouble loading this image. Try waiting a few seconds and refreshing the page.
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.

Oops, something went wrong

We had trouble loading this image. Try waiting a few seconds and refreshing the page.
3

Add a label for the document

Adding a label does not change the actual file name.

Oops, something went wrong

We had trouble loading this image. Try waiting a few seconds and refreshing the page.
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

Oops, something went wrong

We had trouble loading this image. Try waiting a few seconds and refreshing the page.
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.

Oops, something went wrong

We had trouble loading this image. Try waiting a few seconds and refreshing the page.
6

Associate documents with properties, units, or individual tenants

Oops, something went wrong

We had trouble loading this image. Try waiting a few seconds and refreshing the page.
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

Oops, something went wrong

We had trouble loading this image. Try waiting a few seconds and refreshing the page.
8

Click on Save

Oops, something went wrong

We had trouble loading this image. Try waiting a few seconds and refreshing the page.
Well done!
Create how-to guides like this in a snap. Get Tango now.