--- title: Setting up your Property Management Agreement description: Step-by-step guide on how to setup your property management agreement in the Vintory Platform --- [Skip to content](https://help.vintory.com/how-to-set-up-your-property-management-agreement-in-the-vintory-platform#main-content) English Show submenu for translations ![vintory Logo_web_res.png\]](https://help.vintory.com/hs-fs/hubfs/vintory%20Logo_web_res.png?height=40&name=vintory%20Logo_web_res.png) - [Submit a Support Ticket](https://www.vintory.com/support/) Open main navigation Close main navigation - [Submit a Support Ticket](https://www.vintory.com/support/) - English Show submenu for translations - [Go to vintory.com](https://vintory.com/) [Go to vintory.com](https://vintory.com/?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.vintory.com/?hsLang=en) 2. [Owner Contracts](https://help.vintory.com/owner-contracts?hsLang=en) # Setting up your Property Management Agreement ## Step-by-step guide on how to setup your property management agreement in the Vintory Platform Updated: February 03, 2026   --- ###### 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. ![Contracts 2](https://help.vintory.com/hs-fs/hubfs/Contracts%202.png?width=108&height=38&name=Contracts%202.png) 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. --- **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' which would be the recipient of the contract. 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 signed by** and then **choose your property manager from down or the sender.** 3. If needed, there is an **Initials** element as well.  **Select** and **drag it** to add to the template.  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**. #### Split Column Functionality in Documents and Contracts. - Users can drag and drop elements side by side to automatically create columns, allowing for better organization and layout. This feature improves the presentation of information, making it easier to create clear and professional documents. [![Split Column](https://help.vintory.com/hs-fs/hubfs/Split%20Col.png?width=670&height=291&name=Split%20Col.png)](https://help.vintory.com/hubfs/Split%20Col.png?hsLang=en) Be sure to move the element to the side bar of the blue box to use the split-column function 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.*   ** Use Opportunity Custom Values within document templates for automated updates.** **Benefit:** This enhancement reduces manual entry by automatically populating documents with current opportunity data, streamlining contract management.   - [Sales Training & Education](https://help.vintory.com/sales-training-education?hsLang=en#main-content) - [Success Hub](https://help.vintory.com/sales-training-education?hsLang=en#success-hub) - [Sales Training](https://help.vintory.com/sales-training-education?hsLang=en#sales-training) - 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