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.

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Where to find documents and templates

Documents can also be attached directly to records — invoices, payments, leases, residents, service requests, assets, legal matters and more. The upload control is the same everywhere, so a file attached from a task, a case or an invoice behaves identically and stays with that record.

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Template-based documents

1. Go to Docs or Templates.
2. Open a template (e.g. lease agreement, notice letter).
3. Use the wizard or form to fill in placeholders (tenant name, dates, amounts, etc.).
4. Generate the document. It’s saved under Documents and can be downloaded, printed, or sent.

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Letter composer

Use Letter composer to write formal letters (notices, renewals, demands) with your organisation’s letterhead. Add content, insert signatures if required, and export to PDF or send by email. Recipients can receive a secure single-use link to act on the letter: Acknowledgement is what turns a letter from “we sent it” into “they received it” — which matters for anything with legal weight, including demand letters and TPS compliance notices.

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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.

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Document templates versus message templates

Two different template systems, for two different things: If you are trying to change the wording of a reminder a tenant receives, you want message templates.

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Next steps