Sending for Tenant Review
Sending Lease Documents
Once your documents are uploaded, send them to your tenant for review:
- Open the lease packet
- Verify all documents are uploaded correctly
- Click Send for Review
The tenant will receive an email with a secure link to review the documents.
Magic Link Details
- Expiry: Links expire after 7 days
- No login required: Tenants can review without creating an account
- Resend: You can resend the link anytime to generate a new 7-day expiry
Tracking Progress
Monitor your lease status in the packet view:
| Status | Meaning |
|---|---|
| Draft | Documents uploaded, not yet sent |
| Sent | Link sent to tenant, waiting for them to view |
| Viewed | Tenant has opened and viewed the documents |
| Acknowledged | Tenant has acknowledged receipt |
Email Notifications
You’ll receive notifications when:
- Tenant views the documents
- Tenant acknowledges or declines
What If Tenant Declines?
If a tenant declines:
- You’ll be notified with their reason (if provided)
- Contact them to discuss concerns
- Make changes to documents if needed
- Upload revised documents and resend