Documents
Create document templates once, then merge them with tenant data to produce filled-in PDFs - leases, notices, letters.
How it works
You write a template with merge fields as placeholders - things like {TenantName} or {MonthlyRent}. When you print, you choose a tenant and the app replaces every placeholder with that tenant's actual data. The result is a ready-to-use document you can print or save as a PDF.
Sample templates
Your account starts with six ready-to-use templates: a basic lease, a month-to-month agreement, a late rent notice, a 30-day notice to vacate, a lease renewal letter, and a welcome letter. Edit any of them or create new ones from scratch.
Inserting merge fields
Click Insert Field in the toolbar to pick a field from the list - it drops in at the cursor position. Or type the field name directly in curly braces: {TenantName}. Field names are case-sensitive and must match exactly.
| Field | What it inserts |
|---|---|
{TenantName} | Full name |
{UnitAddress}, {City}, {State}, {Zip} | Property address fields |
{MonthlyRent} | Sum of all active recurring charges |
{DepositAmount} | Security deposit on file |
{Balance} | Current amount owed |
{LeaseStart}, {LeaseEnd} | Lease dates from the tenant page |
{LandlordName}, {LandlordEmail}, {LandlordPhone} | Your info from Settings > Accounts |
{TodayDate} | Date at the time of printing |
Printing - single vs. bulk
When you click Merge & Print, you choose the scope:
- Single tenant - pick one tenant, get one merged document.
- Bulk - pick a building or unit. The app generates one merged copy per active tenant and combines them into a single PDF, one page per tenant.