Editing a tenancy agreement in PM3

I've just been asked how to Edit a tenancy agreement using our free property management software so I thought I would share a short explanation for any other users who are wishing to change the details on one of their tenancy agreements.

Firstly you need to edit the details of the tenancy. The software uses this to generate any forms that are created under that tenancy.

To edit the tenancy details do this -

SUMMARY page - click TENANCIES button - select tenancy from pop up window - click EDIT TENANCY button - Edit details and click save

Once this is done you can create new forms with the edited details.

To create new forms (including tenancy agreements0  do this -

SUMMARY page - click TENANCIES button - select tenancy from pop up window - click 'Create new form for this tenancy' link  - select the form you require from the drop down list  - click Save form

All the forms that you create are saved here -

SUMMARY page  - FORMS - select the form and click the download icon.

NB - That by changing the tenancy details you will not edit the details on a Form that has already been created in the FORMS list. These are snapshots of data that are waiting to be downloaded. You must create a new form each time you require an edit.

Hope this helps