Use MyAgency to upload documents & access previously uploaded documents (tenant)

Owned by Fiona Wilson
Last updated: Nov 09, 2023
2 min read

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

A tenant can use the MyAgency app to upload documents relating to their tenancy - the app can also be used by the tenant to view documents uploaded to their tenancy via Reapit

To do this, the tenant needs to access their tenant view first - as outlined here:

1. Access documents option

From tenant view:

  • Click Documents

2. View document list

  • All documents that have been uploaded to the tenancy record are shown

  • Click Download <file type> to view the document
    In the example below all the downloaded documents are PDFs - however, other file types can be downloaded, such as Word documents or image files

  • The same documents list is seen in Reapit on the tenancy record via the Letters screen
    (in the Existing letters and files panel)

Documents marked as Private in Reapit will not be shown to the tenant in MyAgency
(see Private tick box far right of letter)

3. Upload document

From the screen shown in step 2:

  • Click Upload

  • Click Browse to find required file

  • Select file and click Submit