> For the complete documentation index, see [llms.txt](https://help.immodio.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.immodio.app/en-start/guides-group/parties/renter.md).

# Renter

### Definition of tenant

A **tenant** is a natural or legal person who receives the right to use a unit or a room in a shared apartment from a landlord through a **rental agreement** in return for payment of a regular fee (rent).

If you contact your new tenant via "**Viewings**", all data as well as the digital self-disclosure and documents from the application are automatically transferred to the participant.

Alternatively, you can add a new tenant manually under **Participants** if you do not have them via "**Viewings**" as the new tenant.

{% hint style="info" %}
A tenant can be created either as a person or as a company.
{% endhint %}

### Creating a new tenant

{% stepper %}
{% step %}

#### General

**Person**

* Provide the tenant's full first and last name.
* In the case of **persons** the **date of birth** must be deposited\*\*, this helps with the exact identification of the tenant in the rental agreement.
* In addition, specify the type of employment. This has an influence on Immodio's digital lease agreement and must therefore be maintained.

<figure><img src="/files/daxA6VYFMlZTNtgt9S1Y" alt=""><figcaption></figcaption></figure>

**Company**

* For companies, enter the full company name including the legal form (e.g. Ingenieurbüro Wellner GmbH).

<figure><img src="/files/5sm812lgOhmyLW025u8D" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Add information

When you create a new tenant, you can use the **"Add more information"** input field to enter important information about this tenant.

<figure><img src="/files/CezEafoOXUCc1uqTPwnM" alt=""><figcaption></figcaption></figure>

Here you have the opportunity to define and assign your own, individual information.

{% hint style="info" %}
In Objects and Units, under **"Links"** the possibility of linking tenants to a property or unit, e.g. to clearly document if they use a service such as e.g. take over the stairwell cleaning there. In this way, it remains clear in Immodio who is responsible for which tasks.
{% endhint %}
{% endstep %}

{% step %}

#### Contact

* Enter the contact details of the tenant here.
* The provision of a telephone number **or** a mobile number is mandatory.
* Please make sure that the e-mail address is spelled correctly, as the e-mail address stored here is not the right choice for digital provision of operating cost statement is used.

<figure><img src="/files/B1I2x37k73tEbB98Oyvj" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Address

* Enter the tenant's full address details here.
* Here you can, for example, document the address data of the tenant before moving into your unit or the new address data after moving out.

<figure><img src="/files/YjJbwRXg27yVfFX6hpCW" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

### Tenant self-disclosure

In addition, you can document further data of the tenant in the **"Tenant self-disclosure"** tab.

A distinction is made between two types:

1. **If the tenant is informed via Immodio** **Applicant Management** **added:**\
   The digital tenant self-disclosure form, which the tenant filled out when applying, is automatically transferred to the participant and displayed here.

<figure><img src="/files/uVnkJFrtaq5iHbKnyKEz" alt=""><figcaption></figcaption></figure>

2. **If the tenant was created manually by you:**\
   In this case, you can upload your own tenant self-disclosure as a PDF file. Immodio's digital tenant self-disclosure will then not be available.

<figure><img src="/files/aPQSiH8KD7kSZrOPxGuZ" alt=""><figcaption></figcaption></figure>

### Document upload

In the "Document upload" tab, you can upload and manage all relevant documents for the tenant.

<figure><img src="/files/m3E5kKRGTJHoCWrYE4eN" alt=""><figcaption></figcaption></figure>

* If a tenant has been registered via Immodio **Applicant Management** , the documents submitted by the tenant during the application process, such as copies of IDs, proof of creditworthiness and proof of income, are automatically deposited here.
* If you create the tenant manually, you have the option of uploading and managing the tenant's documents independently.
* Documents can be uploaded or deleted by you at any time.