Documentation

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Browse our guides and tutorials to get the most out of togetha. Find answers to common questions, troubleshoot issues, and learn best practices.

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Browse all 33 documentation articles

Getting Started

Getting started with Togetha

Create your account, log in, and find your way around the dashboard.

Getting Started

How to invite team members

Invite colleagues, set permissions, and manage access to your organisation.

Getting Started

Reset your password

Use forgot password to receive a reset link and set a new password.

Rent Collection

How to log expenses and manage finance

Record expenses, track payouts, and keep on top of your property finances.

Rent Collection

How to record and track payments

Log rent payments, mark them as paid or unpaid, and use rent chase if needed.

Maintenance

How to manage contacts and contractors

Add contacts such as contractors and vendors for maintenance and other tasks.

Maintenance

How to manage maintenance requests

Create, view, and update maintenance requests for your properties.

Tenancy Management

How to add a property

Add your first property and optional units so you can create leases and track maintenance.

Tenancy Management

How to e-sign leases and documents

Send leases and other documents for electronic signature using Docuseal.

Tenancy Management

Understanding the tenant portal

What tenants see, the pending tenancy booking form flow, and how they pay rent, submit maintenance, and view documents.

Compliance & Documents

Compliance overview

What compliance documents are, where they live, and how expiry and the calendar work.

Compliance & Documents

How to add and manage compliance documents

Upload or link compliance certificates to a property and set expiry dates.

Compliance & Documents

Using the Vault for documents

Store and find leases, photos, compliance docs, and tenant or property documents in one place.

Troubleshooting

Troubleshooting: Booking form not showing or not submitting

Tenant can't see the booking form, is stuck on a step, or submission fails.

Troubleshooting

Troubleshooting: Can't log in

What to do if you can't sign in, see an error, or are redirected to the wrong place.

Troubleshooting

Troubleshooting: Document or photo upload fails

Uploads fail, wrong file type, or documents not appearing where expected.

Troubleshooting

Troubleshooting: E-sign link not working or expired

Signing link won't open, says expired, or document not received after signing.

Troubleshooting

Troubleshooting: Payment not showing or wrong status

Rent payment not appearing, marked unpaid by mistake, or export/report issues.

Troubleshooting

Troubleshooting: Team invite or join not working

Invite not received, join link expired, or new member can't see the right pages.

Getting started

Add-ons and billing

View and purchase add-ons from the catalog, and see how they appear in your subscription or billing.

Getting started

Dashboard home

What the dashboard home page shows: stats, recent activity, and quick links.

Manage

Expired or ending tenancies

What to do when a lease has expired, archive it, or handle expired-but-active tenancies.

Manage

How to amend or extend a lease

Update lease terms, add a co-tenant, or extend the end date using amend or append.

Getting started

How to get support

Contact support from the app and where to find help.

Manage

How to manage landlords (agencies)

Add and manage landlord or agency records when your organisation works with multiple landlords.

Finance

How to use rent chase

Send reminder emails to tenants who are behind on rent, in bulk or for selected payments.

Getting started

Notifications

What notifications you receive and how to view and manage them.

Getting started

Plans and limits

What counts toward your plan limits and where to see usage (properties, tenancies, storage, e-sign).

Manage

Sales overview (sales organisations)

Create and manage sales, track buyers and documents, and use sales payments if your org is set up for sales.

Tenancy process

Tenancy process: what landlords and agencies see

Create a tenancy (e-lease or manual), track the booking form, approve applications, and monitor signing and deposit.

Tenancy process

Tenancy process: what tenants see

Complete your account details (booking form), await approval if needed, sign the agreement, pay the deposit, and complete your application.

Tenancy process

Understanding referencing

How referencing fits into the tenancy process and what landlords and tenants see.

Planner

Using the Planner (tasks and calendar)

Create tasks, manage task lists, and use the calendar for viewings, compliance, and lease events.

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