How to manage documents and generate notices

Documents keeps all your property paperwork in one place. Proper Agent can also generate notices from NI-compliant templates.

Step 1: Open Documents

Go to Documents from the sidebar. You will see documents organised by property and type.

Step 2: Upload a document

Click Upload and select a file. Choose the property it relates to and a category (e.g. certificate, agreement, correspondence).

Step 3: View and download

Click any document to preview or download it. Documents linked to a property also appear on that property's page.

Step 4: Generate a notice

To create a notice (such as a Notice to Quit or rent increase notice), go to the relevant tenancy or property and click Generate notice. Select the notice type and Proper Agent fills in the details from your records.

Step 5: Review and send

Review the generated notice, make any edits, then download or send it to the tenant. Generated notices are saved automatically in Documents.

Tips

• Upload gas safety certificates, EPCs, and electrical reports so compliance tracking stays accurate.
• Signed tenancy agreements are stored automatically after e-signature.
• Use the AI assistant to draft custom correspondence if a template does not cover your situation.