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
| Surface | Route | Purpose |
|---|---|---|
| Documents | /documents | Generated documents and uploaded files. |
| Templates | /templates | The template library and generation wizard. |
| Letter composer | /letter | Formal letters with letterhead and signatures. |
| Ad-hoc documents | /adhoc-documents | Quick branded one-off documents. |
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.
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.
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:
| Link | Purpose |
|---|---|
/letter-sign/:token | The recipient signs the document. |
/letter-ack/:token | The recipient acknowledges receipt. |
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.
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.
Document templates versus message templates
Two different template systems, for two different things:
| Document templates | Message templates | |
|---|---|---|
| Produces | A document (usually a PDF) | An SMS, email, WhatsApp or push message |
| Used by | Letters, agreements, notices, statements | Invoice delivery, reminders, broadcasts, collections ladders |
| Where | Templates / Letter composer | Communications → Templates |
If you are trying to change the wording of a reminder a tenant receives, you want message templates.