Customize and share a Home Guide
Prepare household information, choose residents and share the guide.
On this page
Open the intended lease. Review sensitive access details and the residents who should receive them.
Step 1: Start the guide
Open the lease and Home Guide. If setup is offered, choose Customize home guide and review the starting information. Otherwise, open the existing guide and check its status.
Step 2: Review the draft
Choose a section, then Edit when offered. Review the content and select Save, or Cancel to leave it unchanged. Before first publication, saved content stays in the private draft.
Step 3: Choose sharing
Choose Share with tenants and review the Residents selected to receive the guide. Add the intended resident to the lease first if they are missing.
Step 4: Publish the reviewed version
Select Publish to selected residents after reviewing the content and recipients. Check the saved result and shared status. Publishing sends no email.
Use an existing guide
Upload using AI can place readable information into the editor for review. Follow the uploader's file guidance and correct the result before saving. Reusing another guide does not copy its access credentials.
Add and hide sections
Use Add new section for extra household information. Hide section removes a section from resident view; Show section makes it visible again. These controls save the visibility change.
Update a shared guide
Once shared, saving section content or changing its visibility updates what existing recipients can see. Review the content before saving. Use Share with tenants to review the residents and publish recipient changes.
Each lease has its own guide. Check each one separately, even at the same property.
Check the result
- The saved status and resident access match your reviewed choices.
FAQs
Why can a resident not see the guide?
Check the shared status, selected resident and whether the section is hidden. Add the resident to the lease before publishing; guarantors are not recipients.
Do later saves stay private?
Before first publication, Save keeps the content in the private draft. After sharing, saved section changes are visible to existing recipients.
Does publishing notify residents?
Publishing sends no email. Message residents separately when you want to tell them about the guide.
Can I trust pre-filled lease details?
Review dates, lease type, rent, contacts and instructions. Correct the guide before saving; it does not replace the lease agreement.