Email Trigger To Tenant After Lease Added

this document provides a step by step walkthrough for adding a new lease within the leasing management system it is designed to help property managers manage the end to end process of adding a new tenant, entering lease and rental unit details, and finalizing the lease agreement the tenant will automatically receive a confirmation email at their registered email once the lease has been submitted successfully login to your account once you have successfully logged in, you will be directed to your dashboard from here, you can initiate the lease creation process accessing rental units move to the leasing section click on rental units you will see two tabs leased rental unit and unleased rental unit click on the unleased rental unit tab to view all rental units that are currently available for leasing adding a new lease click on add lease to begin creating a new lease you will be taken to the tenant details section here, you will see two options existing tenant and new tenant click on new tenant to proceed this will open the tenant detail page , where you can input the tenant's personal information entering tenant details fill in the tenant's personal information in the following fields prefix (mr /ms /mrs ) first name and last name gender email address phone number entering lease details lease start date and lease end date – lease duration tenure period (months) – enter the total number of months for the lease monthly rental charge – specify the rent amount per month discount amount – if applicable, enter the discount value discount period (months) – specify the number of months the discount will be applied security deposit amount – indicate the amount to be collected as a deposit late fine (per day) – enter the daily fine amount for late rent payments lock in period (months) – state the minimum period the tenant is required to stay once all fields are completed, upload the lease agreement document adding energy & other charges click next to proceed to the add energy & other charges page fill in the following details charge name – specify the utility or service name (e g , power backup) charge type – choose whether the charge is fixed or rate based default value – enter the default rate or value per unit of usage reviewing & submitting click next to proceed to the preview & submit page review all the entered information carefully general information – property name, unit name, and rental unit type tenant information – prefix, first name, last name, gender, email address, and phone number lease information – lease duration, monthly rent, any applicable discounts, penalties, and lock in period lease agreement – confirm that the uploaded lease agreement is accurate and complete energy and other charges – verify utility and service charge details once all details are verified, you can proceed to submit the lease lease created successfully after verifying everything, click on the submit button the lease will be successfully created and become active the tenant will automatically receive a confirmation email at their registered email address