Overview
The Required Campaign Documents feature allows you to specify which supporting files applicants must upload before their application can move forward. These documents help verify identity, income, and eligibility — ensuring your screening process is both efficient and secure.
By setting clear document requirements, you create a smoother experience for both applicants and your team, reducing back-and-forth communication and delays during application review.
How It Works
When setting up your application campaign, you can list specific documents that applicants must upload as part of their submission. Applicants won’t be able to proceed until all required documents have been provided.
Common examples include:
Identity Verification Documents
Option 1: Passport
Option 2: Government-issued photo ID (such as a driver’s license or permanent resident card)
Proof of Income Documents
Option 1: Void cheque
Option 2: Bank statement
Option 3: Recent pay stub
You can require one or more from each category, depending on your company’s screening standards.
Why It Matters
Requiring documents up front helps property managers:
Verify identity and income early to avoid incomplete or fraudulent applications.
Streamline approval workflows — all essential documents are gathered before screening begins.
Ensure compliance with internal and legal standards for tenant verification.
For applicants, this process provides clarity on what’s needed, so they can prepare and submit everything in one step.
How to Set It Up
Go to your Account Settings and select Lease and Unit.
Navigate to the Documents tab.
Scroll down to the bottom of the page where it says Required Campaign Documents.
Select Add a Rule then adjust the number of documents and select the document type by clicking on the Document Type box. You can add more required documents by selecting the Add a Rule button again.
Save your changes — the required documents will now appear in your online application form.
Applicants will see clear instructions outlining what files are needed and will not be able to complete their submission until all mandatory documents are uploaded.
Best Practices
Be clear and specific: List acceptable formats (e.g., PDF, JPG, PNG) and examples for each document type.
Keep it simple: Only request documents that are truly necessary to move forward.
Stay secure: All uploaded files are stored safely in your system, ensuring applicant information remains protected.
Review requirements regularly: Adjust your document list as your application process evolves or regulations change.