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To create a new tenancy agreement, including an assured shorthold tenancy (AST), contractual tenancy, lodger agreement, garage or storage, log in with your standard Guild credentials at https://docs.landlordsguild.com/.
Navigate to the "Tenancies" section in the sidebar.
Click "Add New Tenancy" in the top right corner and choose the relevant country.
You don't need a profile set up, but if you have one, you can select the profile you want (or press the button if only one is available). If not, continue filling in the fields without selecting a profile.
Choose the tenancy type (e.g., assured shorthold or occupation contract) and deposit status from the dropdown menus under primary fields.
Continue to complete all the other fields, and if you need help with any, please refer to the fields section of this help documentation.
Select "Save for later" on the final page if you wish to return before generating the PDF, or choose "Save and Build" to create the PDF. Then click submit.
The Builder will display the progress of the agreement creation in real time. Once completed, click the green "Completed" box, and the contract will be either downloaded to your computer or shown on the screen, depending on your browser's PDF settings.
To send the document for digital signing, click the actions button to the left of the agreement and select "Digital Signing".
00:00: This guide walks you through creating a tendency using tenancy build. 00:03: Provided by the Guild of residential landlords. 00:07: Navigate to docs. Landlord's, Guild cam. 00:10: Login using Guild credentials and click submit 00:13: Navigate to the tenancy section via the sidebar. 00:17: Click add new tenancy 00:20: Select England or Wales 00:23: Optionally select a profile if you have created one. 00:26: This will auto-fill commonly used data like tenancy type. 00:29: Deposit scheme Landlord signers Logos, etc. 00:35: Optionally choose. Yes to make the tenancy a draft. 00:38: Most dates will be removed. 00:40: Select the appropriate tenancy type from the list. 00:43: Select the deposit scheme for the tenancy. 00:46: Choose a landlord or add a new one. 00:49: Select the Letting unit or add a new one. 00:52: Enter the start date of the tenancy. 00:55: Select the duration or manually enter the end date of the tenancy. 00:59: Optionally include a break clause not generally recommended. 01:03: Select the rent type. You can choose from standard x months in advance 01:07: student or a text box. 01:10: Enter the rent amount. 01:13: Enter when the first full rent is payable from Usually the same as the start date 01:17: but can be different if the rent is payable on a different day of the month. 01:22: Select the payment date. 01:25: Select the payment frequency EG calendar month. 01:29: Optionally enter a method of payment such as direct debit. 01:33: Enter the deposit amount. 01:36: Select yes, if somebody else paid the deposit on behalf of the tenant and enter the 01:40: details. 01:42: Click next 01:45: Optionally select the tenant details from the list of online applicants. 01:50: Otherwise manually enter the tenants contact details. 01:54: Enter the tenancy email. 01:57: You can instantly copy this email to the tenancy Service email address. 02:02: Enter the tenant current address You can click and address from the auto list. 02:07: Enter the tenants post tenancy address necessary for the deposit prescribed 02:11: information. 02:13: Select the add button to add more tenants. 02:16: Enter the next tenants details. 02:19: Click next 02:22: On the utilities page you can select to his liable for utilities. 02:26: Various options are available for all tenancy types including hmos. 02:35: Click on the next field. 02:38: Select yes, if there's a guarantor. 02:41: Optionally add from the online applicants list. 02:44: Otherwise enter the guarantors contact details 02:48: Multiple guarantors can be added associated with multiple tenants. 02:53: Click next 02:56: Select if an EPC gas safety record an electrical report will 03:00: be attached to the tenancy. Upload each PDF or enter the 03:04: EPC number to include the EPC automatically 03:08: Selector include Guild default fire safety instructions or upload your 03:12: own. 03:13: Select whether to include permission to speak with Universal Credit 03:17: Optionally add your own documentation to the tenancy. 03:21: Click next 03:24: Optionally you can add your own additional terms. 03:27: Enter any permitted occupiers Otherwise leave none 03:31: Optionally include our term about the TV aerial not being the landlord's 03:35: responsibility. 03:37: Choose the number of landlords sinus 03:40: Enter the name of the person signing for the landlord. 03:42: This can be an agent. 03:45: You may optionally include a logo. 03:48: Opt to use in the tenancy manager which allows for rent invoice and inspection 03:52: tracking. 03:54: Select save and build to generate a downloadable PDF 03:58: At first it will display in progress. 04:01: Once completed click the green status to download the tenancy in pdf 04:05: format including deposit prescribed information the how to rent guide and 04:09: the other documents you added earlier. 04:12: View the PDF tenancy. 04:15: Select digital signing from the actions button to send for digital signing. 04:20: Check that all names and emails are correctly spelled. 04:23: Select if you want to receive notifications like when each party opened and 04:27: signed the document. 04:29: Confirm that you have checked the PDF tenancy agreement. 04:33: Initiate the digital signing process. 100 credits will be used. 04:37: Subscribers received 1200 credits for free each year 04:42: The signing status will be shown as sent. 04:45: Each party will receive a signing email one by one. 04:47: Starting with the guarantor Then each tenant and finally the landlord. 04:53: Qlik digital signing events via the actions button to monitor the signing progress 04:57: live 04:59: Each party status will be displayed and all events will be at the bottom. 05:04: Click on the file name to copy to the clipboard. 05:06: If you require support always include this file name. 05:11: He is an example of a landlord signing. 05:20: Submit the sign document 05:23: Select download from the actions button or click the green completed status to 05:27: download the final tenancy. 05:33: View the signed PDF 05:36: A full audit log is included with the sine tenancy. 05:40: The guide covered creating a tenancy using tenancy builder and submitting it 05:44: using the integrated digital signing feature. 05:46: Thank you for watching this video guide.