Setting up your storage agreement (PDF Vs HTML)

Contents

• Selecting an agreement template
• Preparing your HTML
• Preparing your PDF
• Adding your PDF to Storeganise
• Enabling PDF agreements at the site level

Storeganise offers two ways to create and edit a self-storage agreement: HTML mode and PDF mode. If you have a PDF file of your agreement, you can simply upload it.

Selecting an agreement template

Navigate to the 'Main settings' section of your site and then choose 'Self-storage.'

Here you may choose between HTML mode, which uses raw text formatted with Markdown, or PDF mode. Before uploading your PDF you first need to edit the PDF so it will be compatible.

Preparing your HTML

If you're using HTML, you can add the agreement details into the box provided after clicking on "HTML Mode". HTML uses Markdown, make sure to use the provided guidelines when writing your agreement.

The provided HTML agreement template comes pre-loaded in English, however, you can create your own templates in other languages depending on your account language settings.

Click on the preview button to view your agreement before saving it.

To add variable fields to your agreement, click on the "Variables" dropdown to see a list of available field types.

If you're not happy with your agreement, you can press "Reset" which will return it back to its original template.

It is highly advisable to preview and test your agreement before saving it for customer use.

Preparing your PDF

Before you can upload your PDF you will need to add in custom form fields to ensure compatibility with Storeganise. You may use a variety of PDF editors for this. These instructions use Sejda for editing the PDF.

First, upload your PDF into the editing software:

You will then need to add new 'Form fields' to the PDF:

Place the form field in the area that corresponds with the data you'd like to insert. In this example, we are adding a form field for the site's address:

Once the form field is added you will need to set the title of the field to correspond with the acceptable placeholders in Storeganise. You can view those placeholders in the Storeganise UI:

Choose the appropriate placeholder and use that to title your form field:

Repeat this for all the form fields you need to add. You may then download a copy of your edited PDF.

Adding your PDF to Storeganise

Now that you have prepared your PDF you may upload it to Storeganise in the main settings. Please note that the maximum file size limit is 1 MB. Once uploaded you will see a preview of the document:

Choose 'Preview' to have an example of the final document generated in order to review the fields:

If your fields are populated correctly you may proceed to save the agreement.

Enabling PDF agreement at the site level

It is essential to enable the PDF mode option within the site-level advanced settings. Ensure you save these changes for each of your sites to activate the PDF agreement feature.