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      Setting up your Property Management Agreement

      Step-by-step guide on how to setup your property management agreement in the Vintory Platform

      On May 31, 2024 documents, templates, and sending services through DocuSign will no longer be accessible to Vintory Partners.  Any contracts you wish to save for your records will need to be downloaded and removed out of the DocuSign system.

       


      STEP 1: Creating a Template of your Contract in the Vintory Platform

      1. Navigate to Payments in the menu pane.
      2. And then to Documents and Contracts.
      3. Then go to Templates.
      4. Head over to the right side and of the screen and click the New button and select New Template.
      5. Name the title of your template by clicking the New Document located at the top middle part of your template and replace it with your desired template title.
      6. Click the Add Element ( + ) button at the left side of your screen, select and drag Text to the blank template. 
      7. Copy and paste all of the text from your property management agreement into the blank template.

      STEP 2: Adding Custom Values to your Template

      1. Identify the fields that you would want to be auto-populated from your client's details.
      2. Get rid of the lines (blank fields) on your contract because we're going to be populating that and we don't really need to put any sort of spacing
      3. Go to 'Custom Value' section in the upper-right side of your screen. That's where you'll find custom values that will populate your client's details for you.
      4. Choose the appropriate custom value for the field that you would want to be filled in. Example: if you need the date today then you would go to 'Right now' and choose 'Day'. It should show words in parenthesis like in the video.

      Keep in mind that you don't need to edit anything within the bracket but treat everything outside of the bracket like you would a regular sentence, such as spaces in-between, commas appropriate places, etc...


      Step 3: Adding Signature, Initials and Assigning Recipient

      1. Click the Add Element ( + ) button at the left side of your screen, select and drag Signature to the appropriate field in your template. Click the Signature element and it will show 'to be signed by'- you don't actually need to select anyone it's going to be assigned to whoever the recipient (client/homeowner).  
      2. Next we want the Property Manager to sign as well.  They are technically considered recipients as well because they are still receiving the document. Add another Signature element and place it on the property manager signature field but this time you will need to assign it to the property manager by clicking to be assigned by and then choose your property manager.
      3. If needed, there is an Initials element as well.  Select and drag it to add to the template. Again, you do not need to select who it will be signed by at this time.
      4. Once every field has their own custom value you can now save your template by going to the upper-right corner of your screen and click Save.

      Tip: You can add a custom value (either 'Company Name' or owner's 'Full Name') in the title of your template so when you send it, it would actually pull the Company Name/Full Name and include it on the Title of your Template

      ie. Property Management Agreement - Short Term Rental/John Smith.

      Updated: March 2024