How do I set up my AST and store it on COHO?
Q. How do I set up my AST and store it on COHO?
COHO does not supply any AST templates. At this stage, you will need to ensure you have a copy of a blank AST in docx format.
Steps to resolve:
Navigate to the Onboarding panel on your main portfolio page and click the settings cog in the top right hand corner.
Click '+ New Template'
Click the 'i' that appears next to 'Tenancy Agreement Contract'
You will now be able to open the 'Example merge fields' document.
Now you have a blank AST in docx format and our example merge fields document open, you can complete the following steps:
1. Make sure you have a blank AST in docx format
2. Open our example merge fields document with the tags and placeholders
3. Copy/paste the tags/placeholders you need into the relevant areas on your AST
4. Save your AST on your pc/laptop
5. Open your COHO account
6. Scroll down to the 'Onboarding' panel on your main portfolio/org page
7. Click the cog in the top right hand corner
8. Click to 'Add a new template'
9. Name the template (this helps you identify it on the onboarding once you need it)
10. Add any additional files and guarantor agreements (if applicable)
11. Copy your AST file (with tags/placeholders added) into the top box named 'Tenancy Agreement Contract'
12. Click to 'save'
Once the template has been set up, you'll have the option to use this template during an Onboarding. Multiple AST templates can be added. During the Onboarding before sending the AST over to the tenant, you will have the option to view the document at this stage.
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