When you add a resident or guarantor to an application after details and documents have been submitted for referencing, the application will be reopened automatically to allow the new person's details to be uploaded.
You need to send the new person an email invitation which they'll need to accept before they can upload their details and documents for referencing. If the 'individual paperwork' option has been selected, the new person can upload their own details themselves, but if not, they'll need to share their details with the lead resident to upload them to the application - this is the default option. Please read this article for details. Remember, the lead resident is always responsible for submitting the application as a whole, even with the 'individual paperwork' option selected. Follow the steps below to add a new resident or guarantor.
- Go to the Applications tab
- Select a stay, filtering by property or resident
- Click View stay details
- Go to the People tab and click Add a person
- Select Resident, Guarantor, or Legal occupier from the drop-down menu, then fill in their details. When adding a guarantor, you'll need to select which of the residents the guarantor is for
- Click Add... to add them to the stay
- Click Send invitation. You can click Resend invitation as many times as you like if the previous invitation hasn't been accepted yet
- Go to the Referencing tab. The first task card will automatically change to reflect the progress of details and documents being uploaded to the application. Click View progress on a task card to track the progress
After the new person has accepted the invitation, and their details and documents have been uploaded, the lead resident will need to resubmit the application as a whole.
If you need further assistance, email us at partners@residently.com or reach out via chat.