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This guide has been reviewed against our global client base and classed as relevant to all regions

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titleClick here for company applicant example
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1. Adding a tenant or an occupier to a tenancy

See notes at top of this article regarding the difference between an occupier and a tenant

From the tenancy record:

  • The tenant name (i.e. the company applicant) is shown in the Company panel

  • Additional Tenants / Occupiers are shown in the panel below

To add further occupiers or tenants:

From Additional Tenants / Occupiers panel:

  • Click (plus) icon

  • Select option to add New tenant or New occupier

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2. Add occupier details to a letter

Merge fields which will pull the occupier names into a letter are available

  • If you have access to the Letter Template Editor, these fields can be found in the Tenancy section, for example All Occupier Names


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