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GRL Help Docs
  • Introduction - Tenancy Builder 3
  • Quick Start - Tenancy Builder 3
  • Credits
  • Profiles
    • Create and Use Profiles
    • Copy, Edit or Delete a Profile
  • Tenancies
  • Create a New Agreement
  • Fields
    • 1 - Tenancy details
    • 2 - Tenant details
    • 3 - Utilities
    • 4 - Guarantor
    • 5 - Documents
    • 6 - Other Matters and Signers
  • Blank Agreement
  • Edit an Agreement
  • Draft Agreement
  • Download an Agreement
  • Duplicate an Agreement
  • Delete an Agreement
  • Digital Signing
  • Other Forms
    • What is Other Forms?
    • Possession Notices
    • Rent Increase (Section 13)
    • Edit a Form
    • Delete a Form
    • Download a Form
  • Referencing (Tenancy Assessment Report)
    • What is Referencing (Tenancy Assessment Report)?
    • New Report
    • Download a Report
    • Duplicate a Report
    • Delete a Report
  • Inventory (Schedule of Condition)
    • Inventory - Quick Start
    • Add or Edit Template
    • Add or Edit Tenancy to Inventory
    • Add or Edit Activity (Reports)
    • Send Inventory for Signature
    • Handle Check Out and Compare Reports
  • Applicants
    • What is Applicants?
    • Add New Applicant
    • Testing the Application Form
    • Viewing and Using Applicant Data
    • Landlord Reference from Applicant Data
    • Edit or Delete an Applicant
  • Troubleshooting
    • When Trying to Build, Not Seeing the Save and Build Dropdown
    • Check Status Page
    • Can I Remove Grounds 1 and 2 From Agreement?
    • Email Didn't Arrive
    • Login Troubles
    • Agreement Failed (or Hangs In Progress)
    • Wrong Email Address in Digital Signing.
    • Submit Button Won't Work
    • Agreement Not Showing in Tenancies List
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On this page
  • What are profiles?
  • Create a new profile
  • Testing Logo
  • Save Profile
  • More information about profiles

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  1. Profiles

Create and Use Profiles

PreviousCreditsNextCopy, Edit or Delete a Profile

Last updated 4 years ago

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What are profiles?

Profiles allow you to enter repetitive information once and then when creating a new tenancy agreement, with one click all that information will be populated instantly.

The information which can be added includes:

  • landlord name

  • notifications email

  • landlord email

  • usual tenancy agreement type (e.g. AST)

  • usual deposit scheme used

Create a new profile

To create a new profile, select "profiles" from the sidebar and "Add New" on the right.

Once in the add new screen, you must give the profile a name in the "description" field.

This description will be displayed in the dropdown to select the profile when creating a new tenancy

The description name can be searched in the dropdown when adding a new agreement.

Continue to enter all the information asked for. See the creating an agreement section for descriptions of each field.

You only need complete fields you want to. You can leave fields blank if you prefer.

Testing Logo

Within profiles, adding a logo has a unique option not available when creating a tenancy namely: testing logo.

To add a logo, select the "choose file" button and choose your preffered logo. It should be jpg, jpeg or png.

After the logo has been added and the profile saved, a "Test Logo" button is visible. On clicking, a test front page will open in a new window after a few seconds. This will show if the logo is working and you can check the dimensions and quality.

Save Profile

Once all fields you want to complete have been filled in, click the save button at the bottom to save.

More information about profiles

A few notes about profiles:

  • profiles are optional. You don't have to create one to create a new agreement

  • you can use unlimited profiles

  • you can have one profile for all tenancies (leave the tenancy address blank in the profile) or, you can have multiple profiles such as one for each letting unit.