How the Tenant Access Works
You can watch the video procedure or follow the instructions below.
If the tenant already has a tenant access, skip to step 7.
1. To create an access for a tenant, go to the “Data” tab and the “Contacts” subtab.
2. Click on the tenant to which you want to give the access. If the tenant is not in your contacts, follow this procedure.
3. Click on “Edit” at the top right.
4. In the fifth page of the dialog box, change the role of the user to “Tenant.”
5. Enter a username and a password for the tenant, and any other information you deem necessary. The tenant will receive their username and password by email. Make sure that you have entered the tenant’s email address in the first page of the dialog box.
6. Click on “Finish.”
We will now switch to the tenant’s perspective. Here is what they can do.
Note: To allow you and your tenants to sign documents (leases, etc.), you must be subscribed to Esign Connect.
7. To sign documents, go to the “Dashboard” tab.
8. In the “Documents to Sign” section at the top left, click on the document you want to sign.
9. Read the document, and click on “Accept.”
10. Click on “Sign,” sign, and click on “Done.” Click on “Sign” for every yellow flag, and your signature will be filled out automatically.
11. Once you have signed everything, answer “OK” to the question that appears. If the question does not appear, check that every yellow flag has been signed.
12. Click on “Finish,” and close the tab to go back to your Proprio Expert account.
13. To sign a renewal notice, repeat step 9, tick one of the renewal options, and repeat steps 10 to 12.
14. To add a service call, click on “+” in the “My Service Calls” section.
15. Select the priority of the service call.
16. Select the type of service call in the “Information” section.
17. Describe the service call (example: the sink is leaking).
18. Click on “Finish.”
19. To open an email, click on the email in the “My Emails” section.
20. To consult your lease, go to the “Leases” tab, and click on your lease.
21. To consult your receipts, go to the “Receipts” tab, and select the month of the receipt you want to consult.
You now know how the tenant access works.
Transcription of the Subtitles
Here is how the tenant access works.
You can create an access to Proprio Expert for a tenant. This access allows them to accomplish various tasks and to view certain things that you assign to them.
If you have sent them a document to sign electronically, such as their lease, the tenant can click on it here.
Now, they need to go to the bottom of the page and to click on “Accept.”
They should click on “Sign” and on “OK.” Then, they only need to click on “Sign” for every yellow flag, and their signature will be filled out automatically.
Remember that there are two copies, one for the tenant and one for the landlord, so the tenant must sign both.
When every yellow section has been signed, this message will appear. Click on “OK” and on “Finish.”
They need to close the window to go back to their Proprio Expert account.
If they also have a rent increase notice to sign, they can click on it and on “Accept.”
Next, they need to tick their renewal option, to click on “Click on Sign,” to sign the document, and to click on “OK.” They must also click on “Click to Sign” at the other flag. Once this is done, they can click on “Finish,” and they can close the window.
The tenant can also request a service call by clicking on the plus sign in the “My Service Calls” section. They must select the type of service call, enter a description, and select the priority. Then, they can click on “Finish.” Their request will be sent to the property manager.
When you send an email to your tenant, they will see it in the “My Emails” section. The tenant will also be able to open any attachments to their emails.
The tenant can consult their lease by going to the “Leases” tab and clicking on their lease.
Finally, they can consult their receipts by selecting the month of the receipt, their service calls, and many other elements that they have created or that are assigned to them.