How To Store and Share a Document

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

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

  1. 1. Click on ADD A DOCUMENT

    Click on ADD A DOCUMENT

  2. 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.

    Click on Upload Document

  3. 3. Add a label for the document

    Adding a label does not change the actual file name.

    Add a label for the document

  4. 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

    Categorize documents using the optional tags field

  5. 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.

    Optionally save the document as a template

  6. 6. Associate documents with properties, units, or individual tenants

    Associate documents with properties, units, or individual tenants

  7. 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

    To share a document with tenants, make the document public

  8. 8. Click on Save

    Click on Save