How to Add and Edit a Tenant

This guide shows the fastest ways to create and update tenant records so your rental data is accurate and complete. It explains quick-add and full-add methods, selecting the correct property, and saving lease details, plus how to find a tenant, edit their info, and attach files. Follow it to save time and avoid errors when managing tenant entries.

13 steps

How to Quick Add a Tenant

From Home, select the **+ icon** in the top right corner > select **Add Tenant.**

Select the appropriate **property** from the dropdown.

Use the lease to **fill in all the fields** > Select **Save.**

Once created, the page will look like this.

How to Add a Tenant

From the navigation menu, select **Tenants.**

Select **Add New Tenant.**

Select the **property** dropdown menu > Select the correct **property.**

Use the lease to **fill in all the fields >** Select **Save.**

Once created, the page will look like this.

How to Edit a Tenant

From the navigation menu, select **Tenants.**

Locate the Tenant.\ \ **NOTE:** You can locate the Tenant quickly by searching for it.

Select the **Edit icon.**

Edit the **information** > Select **Save**. You can select other tabs to edit the tab-specific information. To upload tenant-specific files, select the **Files** tab.

How to Add and Edit a Tenant

13 steps

How to Quick Add a Tenant

From Home, select the **+ icon** in the top right corner > select **Add Tenant.**

Select the appropriate **property** from the dropdown.

Use the lease to **fill in all the fields** > Select **Save.**

Once created, the page will look like this.

How to Add a Tenant

From the navigation menu, select **Tenants.**

Select **Add New Tenant.**

Select the **property** dropdown menu > Select the correct **property.**

Use the lease to **fill in all the fields >** Select **Save.**

Once created, the page will look like this.

How to Edit a Tenant

From the navigation menu, select **Tenants.**

Locate the Tenant.\ \ **NOTE:** You can locate the Tenant quickly by searching for it.

Select the **Edit icon.**

Edit the **information** > Select **Save**. You can select other tabs to edit the tab-specific information. To upload tenant-specific files, select the **Files** tab.