Documents
Create reusable document templates - leases, notices, letters - and merge them with tenant data to produce ready-to-use PDFs.
Opening Documents
Click the Documents tab in the top ribbon. The left panel lists your templates; the right panel is the editor.
Templates
+ New Document
Lease Agreement
Late Rent Notice
Notice to Vacate
Welcome Letter
Lease Renewal
Lease Agreement
Lease
This Lease Agreement is entered into on {TodayDate} between {LandlordName} and {TenantName} for the property at {UnitAddress}...
Merge & Print
Insert Field
Sample templates
Every new account starts with a set of sample templates you can use as-is or customize:
- Basic Residential Lease Agreement
- Month-to-Month Rental Agreement
- Late Rent Notice
- Notice to Vacate (30-day)
- Lease Renewal Letter
- Welcome Letter
Legal disclaimer: Sample templates are starting points only. Consult a licensed attorney before use. Laws vary by state and locality.
Creating a template
- Click + New Document in the template list.
- Enter a name and choose a category (Lease, Letter, Notice, Application, or Other).
- Type your document in the editor. Use the toolbar for bold, italic, font size, etc.
- Insert merge fields where you want tenant or property data filled in automatically.
- Changes save automatically.
Merge fields
Merge fields are placeholders like {TenantName} that get replaced with real data when you print. Click Insert Field to pick from the list, or type the field name directly in curly braces.
| Field | Replaced with |
|---|---|
{TenantName} | Full name (First Last) |
{TenantFirstName} | First name only |
{TenantLastName} | Last name only |
{TenantEmail} | Tenant email address |
{TenantPhone} | Primary phone number |
{UnitAddress} | Street address of the unit |
{UnitNumber} | Unit number (e.g., "101") |
{City} / {State} / {Zip} | Location fields |
{MonthlyRent} | Total monthly recurring charges |
{DepositAmount} | Security deposit amount |
{Balance} | Current balance owed |
{LeaseStart} / {LeaseEnd} | Lease period dates |
{LandlordName} | Your name (from account settings) |
{LandlordEmail} | Your email address |
{LandlordPhone} | Your phone number |
{TodayDate} | Today's date when printed |
Merging and printing
- Select the template in the list.
- Click Merge & Print.
- Choose a tenant (single) or a building/unit (bulk - one page per tenant).
- Preview the merged document, then click Print / Download PDF.
Bulk merge: Select a building to generate one merged copy for every active tenant under it in a single PDF.