Help Center / PG Properties / KYC documents & agreement signing

KYC documents & agreement signing

KYC documents and agreement signing both live inside a tenant's own detail screen — tap their name from Room & Beds.

1

Upload an ID document

Tap "📷 Take Photo" or "🖼 Gallery" to upload on the tenant's behalf — Aadhaar, PAN, Passport, Student ID, or Employee ID. Each one starts Pending; tap it to cycle through Pending → Verified → Rejected as you check it.

2

Wait for the agreement to be signed

The tenant signs their own agreement from their own portal, with a finger/mouse-drawn signature — not something staff does on their behalf. Until then you'll see "Not signed yet — the tenant signs from their own portal."

3

Mark KYC Complete

Once at least one document is uploaded and the agreement is signed, the "Mark KYC Complete" button becomes active. This locks the documents (no more status changes) and shows a green "🔒 KYC Complete" badge. Made a mistake? "🔓 Reopen KYC" undoes it.

Check Out is blocked until both are done — a signed agreement and KYC marked complete. This is deliberate: it stops a tenant from moving out before their paperwork is on file.
More on this topic

See Creating a staff login to let someone else on your team handle KYC without giving them everything else.