Real Estate Management — Tenant onboarding workspace and workflow
Create onboarding records, confirm context/parties/terms, generate agreements, collect signatures and complete the workflow.
Open Tenant Onboarding
Open Tenant OnboardingReview tenant/onboarding records from the registered menu.Admin Area → Requests & Applications → Tenant Onboarding
Open guide →GuideOpen the Onboarding workspace
Open the Onboarding workspaceStart or continue the structured onboarding process.Admin Area → Requests & Applications → Onboarding workspace
Open guide →GuideCreate an onboarding record
Create an onboarding recordSelect property and tenant/client or invite recipient and save the initial draft.Admin Area → Requests & Applications → Onboarding workspace → New
Open guide →GuideContinue an onboarding draft
Continue an onboarding draftOpen the saved draft and resume at its current step.Admin Area → Requests & Applications → Onboarding workspace → Continue
Open guide →GuideDelete an onboarding draft
Delete an onboarding draftDelete only an unneeded draft through the supported action.Admin Area → Requests & Applications → Onboarding workspace → draft → Delete
Open guide →GuideSelect the property context
Select the property contextChoose the exact property used for tenancy terms and parties.Onboarding workspace → Property Context
Open guide →GuideSelect or create the tenant client context
Select or create the tenant client contextChoose tenant_client_id or use the supported quick-add tenant flow.Onboarding workspace → Parties / Tenant
Open guide →GuideQuick-add a tenant
Quick-add a tenantCreate the minimal customer/contact needed for onboarding.Admin Area → Requests & Applications → Tenant Onboarding → Quick Add Tenant
Open guide →GuideConfirm landlord and tenant parties
Confirm landlord and tenant partiesReview owner/landlord/tenant identities before generating agreements.Onboarding workspace → Parties
Open guide →GuideAdd onboarding occupiers
Add onboarding occupiersRecord all additional occupiers linked to the tenancy.Onboarding workspace → Occupiers
Open guide →GuideSet tenancy start, end and move-in dates
Set tenancy start, end and move-in datesEnter tenancy_start_date, tenancy_end_date and move_in_date.Onboarding workspace → Tenancy Terms
Open guide →GuideSet rent amount and frequency
Set rent amount and frequencyEnter rent_amount and rent_frequency.Onboarding workspace → Financial Terms
Open guide →GuideSet deposit and holding-deposit amounts
Set deposit and holding-deposit amountsEnter deposit_amount and holding_deposit_amount.Onboarding workspace → Financial Terms
Open guide →GuideChoose the deposit scheme
Choose the deposit schemeSelect the supported deposit_scheme value.Onboarding workspace → Financial Terms
Open guide →GuideChoose an agreement template
Choose an agreement templateSelect agreement_template for the onboarding.Onboarding workspace → Agreement
Open guide →GuideEdit agreement body HTML
Edit agreement body HTMLReview/update agreement_body_html through the supported workflow form.Onboarding workspace → Agreement
Open guide →GuideSave and continue an onboarding step
Save and continue an onboarding stepUse real_to_save_and_continue or the displayed workflow action.Onboarding workspace → current step → Save & Continue
Open guide →GuideUnderstand onboarding workflow statuses
Understand onboarding workflow statusesUse only statuses implemented by the workflow.Onboarding workspace → Status
Open guide →GuideMove from draft to context selected
Move from draft to context selectedComplete and save the property/tenant context.Onboarding workspace → Context step
Open guide →GuideMove to parties confirmed
Move to parties confirmedVerify tenant, landlord and occupiers.Onboarding workspace → Parties step → Confirm
Open guide →GuideMove onboarding into progress
Move onboarding into progressStart the detailed terms/documents workflow.Onboarding workspace → Start/Continue Workflow
Open guide →GuideMark onboarding ready for review
Mark onboarding ready for reviewComplete required context, parties, terms and agreement data.Onboarding workspace → Review → Ready for Review
Open guide →GuideConfirm the draft for tenant e-signature
Confirm the draft for tenant e-signatureApprove the agreement draft for the tenant-signing stage.Onboarding workspace → Agreement Review → Confirm for Tenant E-sign
Open guide →GuideSend the tenant e-signature request
Send the tenant e-signature requestUse the supported provider/invite action and verify recipient email.Onboarding workspace → Tenant Signature → Send
Open guide →GuideRecord tenant signature completion
Record tenant signature completionVerify the tenant-signed state and stored evidence.Onboarding workspace → Tenant Signature
Open guide →GuideOpen the landlord countersign link
Open the landlord countersign linkUse the tokenised Agreement Countersign URL.Landlord countersign email/link
Open guide →GuideComplete landlord countersignature
Complete landlord countersignatureReview agreement and submit the supported signature action.Public Agreement Countersign page
Open guide →GuideVerify a fully executed agreement
Verify a fully executed agreementReview both signature evidence, agreement output and workflow state.Onboarding workspace → Agreement / Audit
Open guide →GuideApprove or final-approve onboarding
Approve or final-approve onboardingUse the supported final decision after execution/review.Onboarding workspace → Final Review → Approve
Open guide →GuideCancel or terminate onboarding
Cancel or terminate onboardingUse the supported terminal action with an operational record of the reason.Onboarding workspace → Actions → Cancel/Terminate
Open guide →GuideUpload onboarding documents
Upload onboarding documentsAttach required tenant/property/tenancy files.Onboarding workspace → Documents → Upload
Open guide →GuideReview onboarding document records
Review onboarding document recordsOpen files linked to the onboarding.Onboarding workspace → Documents
Open guide →GuideSend onboarding messages
Send onboarding messagesUse the supported messages/invite communication section.Onboarding workspace → Messages
Open guide →GuideReview onboarding audit history
Review onboarding audit historyUse the audit/workflow records to trace actions and status changes.Onboarding workspace → Audit/History
Open guide →GuideUnderstand onboarding invoices and downstream records
Understand onboarding invoices and downstream recordsReview any invoice/contract/customer/property records created by the workflow.Onboarding workspace → Linked Records
Open guide →GuideTroubleshoot a blocked onboarding transition
Troubleshoot a blocked onboarding transitionCheck current state, required fields, party/property links, CSRF, token and permission.Onboarding workspace → current step
Open guide →GuideTroubleshoot a missing tenant or landlord signature
Troubleshoot a missing tenant or landlord signatureCheck recipient, token, provider/configuration, email delivery and current state.Onboarding workspace → Signature step
Open guide →GuideTroubleshoot a duplicate onboarding record
Troubleshoot a duplicate onboarding recordSearch by property, tenant, application and status before creating another.Admin Area → Requests & Applications → Onboarding workspace
Open guide →