Real Estate Management — Tenant onboarding workspace and workflow
Create onboarding records, confirm context/parties/terms, generate agreements, collect signatures and complete the workflow.
01Open Tenant OnboardingReview tenant/onboarding records from the registered menu.Admin Area → Requests & Applications → Tenant Onboarding02Open the Onboarding workspaceStart or continue the structured onboarding process.Admin Area → Requests & Applications → Onboarding workspace03Create an onboarding recordSelect property and tenant/client or invite recipient and save the initial draft.Admin Area → Requests & Applications → Onboarding workspace → New04Continue an onboarding draftOpen the saved draft and resume at its current step.Admin Area → Requests & Applications → Onboarding workspace → Continue05Delete an onboarding draftDelete only an unneeded draft through the supported action.Admin Area → Requests & Applications → Onboarding workspace → draft → Delete06Select the property contextChoose the exact property used for tenancy terms and parties.Onboarding workspace → Property Context07Select or create the tenant client contextChoose tenant_client_id or use the supported quick-add tenant flow.Onboarding workspace → Parties / Tenant08Quick-add a tenantCreate the minimal customer/contact needed for onboarding.Admin Area → Requests & Applications → Tenant Onboarding → Quick Add Tenant09Confirm landlord and tenant partiesReview owner/landlord/tenant identities before generating agreements.Onboarding workspace → Parties10Add onboarding occupiersRecord all additional occupiers linked to the tenancy.Onboarding workspace → Occupiers11Set tenancy start, end and move-in datesEnter tenancy_start_date, tenancy_end_date and move_in_date.Onboarding workspace → Tenancy Terms12Set rent amount and frequencyEnter rent_amount and rent_frequency.Onboarding workspace → Financial Terms13Set deposit and holding-deposit amountsEnter deposit_amount and holding_deposit_amount.Onboarding workspace → Financial Terms14Choose the deposit schemeSelect the supported deposit_scheme value.Onboarding workspace → Financial Terms15Choose an agreement templateSelect agreement_template for the onboarding.Onboarding workspace → Agreement16Edit agreement body HTMLReview/update agreement_body_html through the supported workflow form.Onboarding workspace → Agreement17Save and continue an onboarding stepUse real_to_save_and_continue or the displayed workflow action.Onboarding workspace → current step → Save & Continue18Understand onboarding workflow statusesUse only statuses implemented by the workflow.Onboarding workspace → Status19Move from draft to context selectedComplete and save the property/tenant context.Onboarding workspace → Context step20Move to parties confirmedVerify tenant, landlord and occupiers.Onboarding workspace → Parties step → Confirm21Move onboarding into progressStart the detailed terms/documents workflow.Onboarding workspace → Start/Continue Workflow22Mark onboarding ready for reviewComplete required context, parties, terms and agreement data.Onboarding workspace → Review → Ready for Review23Confirm the draft for tenant e-signatureApprove the agreement draft for the tenant-signing stage.Onboarding workspace → Agreement Review → Confirm for Tenant E-sign24Send the tenant e-signature requestUse the supported provider/invite action and verify recipient email.Onboarding workspace → Tenant Signature → Send25Record tenant signature completionVerify the tenant-signed state and stored evidence.Onboarding workspace → Tenant Signature26Open the landlord countersign linkUse the tokenised Agreement Countersign URL.Landlord countersign email/link27Complete landlord countersignatureReview agreement and submit the supported signature action.Public Agreement Countersign page28Verify a fully executed agreementReview both signature evidence, agreement output and workflow state.Onboarding workspace → Agreement / Audit29Approve or final-approve onboardingUse the supported final decision after execution/review.Onboarding workspace → Final Review → Approve30Cancel or terminate onboardingUse the supported terminal action with an operational record of the reason.Onboarding workspace → Actions → Cancel/Terminate31Upload onboarding documentsAttach required tenant/property/tenancy files.Onboarding workspace → Documents → Upload32Review onboarding document recordsOpen files linked to the onboarding.Onboarding workspace → Documents33Send onboarding messagesUse the supported messages/invite communication section.Onboarding workspace → Messages34Review onboarding audit historyUse the audit/workflow records to trace actions and status changes.Onboarding workspace → Audit/History35Understand onboarding invoices and downstream recordsReview any invoice/contract/customer/property records created by the workflow.Onboarding workspace → Linked Records36Troubleshoot a blocked onboarding transitionCheck current state, required fields, party/property links, CSRF, token and permission.Onboarding workspace → current step37Troubleshoot a missing tenant or landlord signatureCheck recipient, token, provider/configuration, email delivery and current state.Onboarding workspace → Signature step38Troubleshoot a duplicate onboarding recordSearch by property, tenant, application and status before creating another.Admin Area → Requests & Applications → Onboarding workspace