Exchanging Documents with Tenants
You can use Breeze and RentCafe to exchange documents with tenants. For example, you can upload a lease renewal agreement for a tenant to sign. The tenant can then download it from RentCafe, e-sign it, and upload it again.
This article is about using the portal to exchange documents.
Making a document available to a tenant
Go to the Tenant screen and open the Attachments tab.
Upload the file.
After the file is uploaded, go to the Uploaded Files section of the screen.
Select the file, and click Publish Selected. ("Publishing" makes the file available on the Portal.)
Downloading a File From the Portal
Note: This section is written from the perspective of the tenant.
Log into the Portal. In the main screen, click the Documents icon.
The My Documents page appears.
Click a file name to view or download a document.
When you open the document in Acrobat Reader, you can e-sign it.
To upload the signed version, go back to the My Documents page in RentCafe and click the Sign Documents icon.
The Sign Documents screen appears. Click Choose Files to upload the document. (You can upload multiple files at once.)
When the document is uploaded, the screen displays a confirmation message.
To view a document uploaded by a tenant
Note: This section is written from the perspective of the property manager.
When a tenant uploads a document, RentCafe sends you an email message, stating that a document is ready.
Go to the Tenant screen, and open the Attachments tab.
Locate the uploaded file and click the file name to view or download it.
Note: You can easily spot files that were uploaded from RentCafe -- the file name includes "upload_doc."