You can add new documents to the system in two ways:
Create a Form: This opens a text editor, allowing you to type a new document or paste in content from another source, like Microsoft Word. This is the best option for documents that aren't already in a PDF format.
Upload a Form: This allows you to upload an existing PDF document and then add fields on top of it. This is the best option if you already have a designed PDF, like a government form or a standard lease agreement.
Navigating to the Forms Page
To get started, navigate to the main page for managing your documents.
Go to Settings > Templates - Emails/Texts/Forms.
Click the Forms tab at the top of the page.
Here, you will see a list of all existing documents, including a default "Overdue Payment Notice" which you can edit, use as-is, or replace.
Method 1: Create a Form
This method uses a text editor, similar to Microsoft Word, to let you create or paste in your document's content.
From the Forms page, click the Create a Form button.
An editor will open. You can either type your document's content directly into the editor or copy and paste it from an existing document.
Tip: To easily transfer a document from Microsoft Word or another program, open your document, select all the text (Ctrl+A on Windows, Cmd+A on Mac), and copy it (Ctrl+C or Cmd+C). Then, click inside the form editor and paste the content (Ctrl+V or Cmd+V).
Adding Data Fields
Data fields automatically pull information (like a tenant's name or the current date) from the system into your document. The fields are inserted inline with your text.
Click the Insert Datafield button on the editor's toolbar.
A popup window will appear with different tabs for available resources (e.g., Property, Tenant, Lease).
Select the appropriate tab and then click on the data field you wish to insert.
Note: You cannot copy and paste a data field that is already in the editor. To add the same field multiple times, you must re-insert it using the Insert Datafield button each time.
Adding Signature Fields
Signature fields are used to capture e-signatures from tenants, property managers, or owners.
Click the Insert Datafield button.
In the popup window, click the Signature tab.
Select the signature field you need (e.g., Tenant Signature, PM Signature). The field will be inserted inline.
Once you are finished, give your document a name and click Submit.
Method 2: Upload a Form (PDF)
Use this method to add interactive fields on top of an existing PDF document.
From the Forms page, click the Upload a Form button.
The editor will open. You will see a Fields sidebar on the left and a main area with an "Upload Files" button.
Click the Upload Files button and select the PDF document from your computer. A preview of your document will appear.
Adding Fields to the PDF
The Fields sidebar contains all the data fields, signature lines, and other elements you can add to your PDF document.
In the sidebar, find the field you want to add. Fields are organized into groups like "Property Manager," "Tenant," and "Write On PDF."
Click on the desired field to select it.
Click and drag on the document to draw a box where you want the field to appear.
After you place the field, you can still reposition it by clicking and dragging the entire box. You can also resize it or edit its font properties using the handles on the field box.
Signature and Dynamic Fields
Signature Fields: Unlike the "Create a Form" editor, signature fields for each resource (e.g., Tenant, Property Manager) are located directly within that resource's category in the Fields sidebar.
Dynamic Write-On Fields: To add a field that you will fill in with custom information each time you prepare the document to be sent, use the dynamic.write_on_pdf field. This is located in the Write On PDF field group. When you add this field, you will be prompted to name it (e.g., "Reason for Entry").
Once you have placed all your fields, give your document a name and click Save.