Step-by-Step Guide: New Tenancy Agreement

Tenancy Builder manual: If you want the full list of Tenancy Builder help pages in one place, see Tenancy Builder Manual. If you only want to create your first agreement, start with Quick Start - Tenancy Builder 3.

Use Tenancy Builder to create the correct agreement for the country and tenancy type you select. For England, the ordinary private residential option is an Assured periodic tenancy (RRA 1 May 2026). Tenancy Builder also supports Welsh occupation contracts and other agreement types such as contractual tenancies, lodger agreements, non-domestic premises, garages, and storage units.

For a new assured periodic tenancy in England under the Renters’ Rights Act from 1 May 2026, Tenancy Builder will not include the former How to Rent guide in the agreement. The How to Rent guide requirement has been abolished for those tenancies. Instead, the tenancy must be in writing and contain the prescribed terms and prescribed information required for the new written statement duty. See also Renters’ Rights Act 2025 Written Statement Duty.

Log in with your standard Guild credentials at https://docs.landlordsguild.com/.

1. Open Tenancies from the sidebar.
2. Click Add New Tenancy.
3. Select England or Wales.
4. If you have saved profiles, choose the profile you want to use. If you have not set one up, carry on and complete the fields manually.
5. Choose the tenancy or agreement type. For a new ordinary private rented tenancy in England, select Assured periodic tenancy (RRA 1 May 2026). For Wales, follow the occupation contract options shown by Tenancy Builder. For other arrangements, choose the relevant product type, such as a contractual tenancy, lodger agreement, non-domestic premises, garage, or storage unit.
6. Select the deposit status and complete the remaining primary fields.
7. Select the landlord, Letting Unit, and enter tenant details. Add extra landlords, tenants, or guarantors where needed.
8. Add the rent, payment frequency, deposit, and supporting document details requested by the Builder.
9. If you are creating a Wales occupation contract or another product type that uses a fixed period, complete any duration or end-date fields shown by the Builder for that agreement. Do not use those fields for an England assured periodic tenancy unless the Builder specifically asks for them.
10. Complete any additional terms, permitted occupier details, signer details, logo, and Tenancy Manager options.
11. Select Save for later to return before generating the PDF, or select Save and Build to create the document. Then click submit.

The Builder shows the progress of document creation in real time. When it is complete, click the green Completed box. The document will either download to your computer or open in your browser, depending on your browser's PDF settings.

Sending the agreement for digital signing

After the document has been built, you can send it for digital signing from the tenancy actions menu.

1. Click the actions button to the left of the agreement.
2. Select Digital Signing.
3. Check that all names and email addresses are correct.
4. Choose whether you want signing notifications.
5. Confirm that you have checked the PDF agreement.
6. Start the digital signing process. Tenancy Builder will show the credit cost before sending.

The signing status will show as sent. The signing emails are sent in order, usually to any guarantor first, then each tenant, and finally the landlord. You can check signing events from the actions menu while signing is in progress.

When the signing is complete, download the final signed agreement from the actions menu or by clicking the green completed status. The signed PDF includes the audit log.

You should always download all documents and store them safely in your tenancy file. Please don't rely on us for long-term storage.