site-logo

What do you need help with?


How can I add Business Details in Account Settings?


Step 1: Navigate to the top right corner and click on the Profile button, Choosing Account Settings takes you to a new tab.

Step 2: Click on the business tab and you will be able to both view and edit all information.


Step 3: Hitting on the Save button accepts all changes made.

How can I view Customer Portal Settings in Account Settings?


Step 1: Navigate to the top right corner and click on the Profile button, Choosing Account Settings takes you to a new tab.

Step 2: Click on the Customer portal tab and you will be able to both view and edit all information.

Step 3: Hitting on the Save button accepts all changes made.

How can I view Documents in the Account Settings?


Step 1: Navigate to the top right corner and click on the Profile button, Choosing Account Settings takes you to a new tab.


Step 2: Click on the Documents tab and you will be able to both view and edit all information.

Step 3: Hitting on the Save button accepts all changes made.

How can I go to Account Settings?


Step 1: Navigate to the top right corner and click on the Profile button

Step 2: Choosing Account Settings takes you to the Account settings page where you will be able to view and edit all fields.

How can I Modify the Email notification Settings in Account Settings?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Preferences tab.

Step 4 : Under the Email Notification Preferences section you will be able to modify all email notification settings using the checkboxes.

Step 5 : Hitting on the Save button saves all changes done.

How to change Invoice number Prefix and Suffix?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Documents tab.

Step 4: Under the Invoice Number section, you will be able to modify any prefix by simply entering it into the text box.

Step 5: Just beside the prefix field, you will be able to modify the suffix by simply entering it into the text box.

Step 6: Hitting on the Save button saves all changes done.

How can I Change Receipt prefix?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Documents tab.

Step 4: Under the Receipt Number section, you will be able to modify any prefix by simply entering it into the text box.

Step 5: Hitting on the Save button saves all changes done.

How can I change tenant ID prefix?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Lease (Move-in) tab.

Step 4: You will be able to modify the Tenant ID prefix by simply entering it into the text box.

Step 5: Hitting on the Save button saves all changes done.

How can I enable or disable Payments required fields?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Preferences tab.

Step 4: Under the Payments section, you will be able to enable or disable the fields by simply using the check-boxes.

Step 5 : Hitting on the Save button saves all changes done.

How to enable or disable additional documents?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Documents tab.

Step 4: At the near bottom of the page you will have a check box to enable or disable, to Display Additional Documents.

Step 5: Hitting on the Save button saves all changes done.

How how to enable or disable Bank account details in account settings?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Documents tab.

Step 4 : Under the Footer Text section you will have a check box to enable or disable, to Display Bank Account Details in Invoices.


Step 5 : Checking the box displays the Business Bank Account section, where you’ll be able to both view and edit all fields related to your Bank account details.

Step 6 : Hitting on the Save button saves all changes done.

How to enable or disable documents automatic download?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Documents tab.

Step 4: At the near bottom of the page you will have a check box to enable or disable, to Auto download Lease Documents.

Step 5: Hitting on the Save button saves all changes done.

How to enable or disable the grace period?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Lease(Move-in) tab.

Step 4: At the near bottom of the page you will have a check box to enable or disable, to Offer a Grace Period.

Step 5 : Hitting on the Save button saves all changes done.

How to enable or disable late fee master?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Preferences tab.

Step 4: At the near bottom of the page you will have a check box to enable or disable, to Collect Late Fee.

Step 5: Hitting on the Save button saves all changes done.

How to enable or disable move-in required fields?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Settings tab.

Step 4: At the near top of the page you will have Move-in menu following by check boxes to enable or disable the required fields, to enable or disable fields onn Move-in.

Step 5: Hitting on the Save button saves all changes done.

How can I view the Moved Out Tenants details from tenants page?


Step 1: To view the Moved-out tenants details, Navigate from the left Menu. Under the left Menu Click On the "Tenants".

Step 2: After Clicking on the Tenants Menu, You could Search by the option "Moved-out Tenants".

How to enable or disable required features?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Documents tab.

Step 4: In features menu you can find required features, where you can find check boxes to enable or disable the features.

Step 5: Hitting on the Save button saves all changes done.

How to enable or disable reservation fee?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Reservation tab.

Step 4: In Resservation tab you will have a check box to enable or disable, to Collect Reservation Fee.

Step 5: Hitting on the Save button saves all changes done.

How to enable or disable Round off month?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Lease(Move-in) tab.

Step 4: At the near bottom of the page you will have a check box to enable or disable, to Round Off month.

Step 5: Hitting on the Save button saves all changes done.

How to enable or disable units required fields?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Settings tab.

Step 4: In units menu you can find checkboxes fields of both Admin and Customer portals,to enable and disable required fields in units.

Step 5: Hitting on the Save button saves all changes done.

How to reset Fiscal year?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Preferences tab.

Step 4: At the near bottom of the page you will have a check box to enable or disable, to Reset Fiscal year.

Step 5: Hitting on the Save button saves all changes done.

How can I find Lease(Move-In) in account settings?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Lease(Move-In) tab.

Step 4: Hitting on the Save button saves all changes done.

How can I find Preferences in account settings?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Preferences tab.

Step 4: Hitting on the Save button saves all changes done.

How can I find Rservstion settings in Account Settings?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Reservation tab.

Step 4: Hitting on the Save button saves all changes done.

How can I find Settings in Account Settings?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Settings tab.

Step 4: Hitting on the Save button saves all changes done.

Where can I enable Customer portal Terms and Conditions?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Documents tab.

Step 4: Hitting on the Save button saves all changes done.

How can I get Customer Portal Links?


Step 1: Navigate to the top right corner and click on the Profile button.

Step 2: Choose Account Settings.


Step 3: Choose the Documents tab.

Step 4: Hitting on the Save button saves all changes done.

How to use e-signature with 6Storage?


Step 1: Navigate through Account Settings and click on the Leases Page to enable Electronic Signature.

Step 2: You can Instantly draw the signature and henceforth it will be used in all documents on behalf of the facility owner or the in-charge.


Step 3: If you would like to upload a scanned copy, you can select the option I want to upload signature. Select the file and upload your signature.

Step 4: You can get the e-signature from your tenants once it is enabled.


Step 5: During Move-In to collect digital signature from tenants, Identity document is mandatory.

Step 6: Tenants can Sign at the Instant or you can collect the signature through email.


Step 7: They can click on the link and Make Instant Signature, Upload a Signature or select a signature that are saved earlier.

Note: The e-signature is valid for one-time submission


Step 8: Once signed you can approve the signature or deny based on the verification method at your convenience.

Step 9: To approve or deny a signature click on Leases Menu and select the tenant.


Step 10: Now you could see a tab as Approve e-sign, click on it and you can see Lease Agreement, Audit trail and the status.

Step 11: Once Approved you will get the status and the Lease Agreement with e-signature.

Search our help section to sharpen your management skills with 6storage software. Still need help? Let’s connect you with the right expert!