Managing Documents

Getting Started

1. Upload documents — On the Documents page, pick a Category and drop files into the upload area (up to 10 MB each). Every plan can upload, within its storage allowance (Free 100 MB, Starter 500 MB, Standard 2 GB, Business 10 GB).
2. Organize by property/tenancy — Link documents to specific properties or tenancies for easy retrieval.
3. Use Document Creator — Generate standard documents directly in RentFig, including Section 8 and Section 13 notices, Prescribed Information, a Written Statement of Terms, HMO notices and tenant letters. RentFig fills in the property and tenancy details for you.
4. Share with tenants — Mark a document as visible to the tenant and it appears in their secure tenant portal — no RentFig account or login needed on their side.
5. Send for e-signature — Documents → E-Signatures (Starter plan and above) sends a document to be signed online. Each request uses one e-signature credit: Starter includes 1 a month, Standard 5 and Business 25, and you can buy packs of 10 from £2.50.
6. Edit PDFs and file receipts — Documents → PDF Tools merges, reorders, watermarks and edits PDFs, and Documents → Receipts library files receipts by tax year, portfolio and property.