Documents and templates
Nyumba Zetu provides several ways to create and manage documents: template-based documents, letter composer, ad-hoc documents, and file storage. This guide covers where to find them and how they’re used.
Where to find documents and templates
- Documents – Sidebar → Documents for generated documents and possibly uploaded files.
- Docs or Templates – Sidebar → Docs or Templates for the template library and document generation wizard.
- Letter composer – Sidebar → Letter (or Letter composer) to draft and send letters with letterhead and signatures.
- Ad-hoc documents – Sidebar → Ad-hoc documents for quick branded documents (e.g. invoices, quotes, receipts).
Template-based documents
- Go to Docs or Templates.
- Open a template (e.g. lease agreement, notice letter).
- Use the wizard or form to fill in placeholders (tenant name, dates, amounts, etc.).
- Generate the document. It’s saved under Documents and can be downloaded, printed, or sent.
Templates are configured by your admin. If you don’t see the template you need, ask them to add it or check the template library.
Letter composer
Use Letter composer to write formal letters (e.g. notices, renewals) with your organization’s letterhead. Add content, insert signatures if required, and export to PDF or send by email. Recipients may receive a secure link to sign (e.g. letter-sign) if that feature is enabled.
Ad-hoc documents
Ad-hoc documents let you create one-off branded documents (e.g. invoice, quotation, receipt) without going through the full invoice or template flow. Choose the document type, fill in the details, and generate a PDF.
Next steps
