> 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/anleitung/beteiligte/mieter.md).
# Tenants
This page explains how to create a tenant in Immodio and record all the relevant master data and documents.
## Definition of tenant
A **tenant** is a natural or legal person who, through a **rental agreement**, receives the right to use a unit or a room in a house share from a landlord in return for regular payment (rent).
If you select your new tenant through "**Viewings**", all the data as well as the digital self-disclosure form and documents from the application are transferred to the party automatically.
Alternatively you can add a new tenant manually under **Parties** if you did not select them as the new tenant through "**Viewings**".
{% hint style="info" %}
A tenant can be created either as an individual or as a company.
{% endhint %}
## Creating a new tenant
{% stepper %}
{% step %}
### General
#### Individual
* Enter the tenant's full first name and surname.
* For **individuals** the **date of birth must be stored**; it helps to identify the tenant precisely in the rental agreement.
* Also state the type of employment. This affects the digital Immodio rental agreement in several places and therefore has to be maintained.
#### **Company**
* For companies, store the full company name including the legal form (for example Ingenieurbüro Wellner GmbH).
{% endstep %}
{% step %}
### Adding information
When you create a new tenant, the **"Add further information"** input field lets you record important information about this tenant.
Here you can define and assign your own individual information.
{% hint style="info" %}
In properties and units, the **"Links"** area also lets you link tenants to a property or unit, for example to document clearly when they take on a service such as stairwell cleaning there. This keeps it traceable in Immodio who is responsible for which tasks.
{% endhint %}
{% endstep %}
{% step %}
### Contact
* Store the tenant's contact details here.
* Stating a landline number **or** a mobile number is mandatory.
* Make sure the email address is spelled correctly, as the address stored here is used to provide the operating cost statement digitally.
{% endstep %}
{% step %}
### Address
* Record the tenant's full address details here.
* Here you can document, for example, the tenant's address before moving into your unit or their new address after moving out.
{% endstep %}
{% endstepper %}
## Tenant self-disclosure
You can also document further data about the tenant in the **"Tenant self-disclosure"** tab.
Two cases are distinguished here:
1. **If the tenant was added through the Immodio** **applicant management:**\
The digital tenant self-disclosure form the tenant filled in with their application is transferred to the party automatically and shown at this point.
2. **If you created the tenant manually:**\
In this case you can upload your own tenant self-disclosure form as a PDF file. The digital Immodio tenant self-disclosure form is then not available.
## Document upload
In the **"Document upload"** tab you can upload and manage all the relevant paperwork for the tenant.
* If a tenant was added through the Immodio **applicant management**, the documents they submitted during the application process, such as copies of identity documents, proof of creditworthiness and proof of income, are stored here automatically.
* If you create the tenant manually, you can upload and manage the tenant's documents yourself here.
* You can upload or delete documents at any time.
