How can we help? 👋
Getting Started – Icon

Getting Started

The quick start guide for getting started with Aptly.

18 Articles

Aptly Inbox – Icon

Aptly Inbox

Communicate with your team and customers by Email, SMS, and Phone.

25 Articles

Workflows – Icon

Workflows

Visualize and automate all your critical workflows from leasing to move-outs.

30 Articles

Workflow Templates – Icon

Workflow Templates

Visualize and automate all your critical workflows from leasing to move outs using Board Templates.

3 Articles

Contacts and Locations – Icon

Contacts and Locations

Manage your locations and contacts for one powerful shared location.

7 Articles

Communication Templates – Icon

Communication Templates

Send personalized and professional responses with every customer interaction.

3 Articles

Company and Admin Settings – Icon

Company and Admin Settings

Manage your Aptly account configurations

11 Articles

Personal Settings – Icon

Personal Settings

Configure your personal settings including inboxes, signature, and more.

1 Article

Troubleshooting – Icon

Troubleshooting

Tips on resolving common issues.

5 Articles

Integrations – Icon

Integrations

Connect Aptly with your property management software and other solutions.

14 Articles

Reports – Icon

Reports

Details and specifics on Aptly Reports

2 Articles

Screening – Icon

Screening

Screen applicants and view the results all in Aptly with Aptly’s Screening Tool

17 Articles

eSignature – Icon

eSignature

Use E-Signature to send secure documents to applicants, tenants, and owners all in Aptly.

4 Articles

Suggested Articles

How to Navigate Aptly

Learn about the different sections of Aptly.

Manage Your Profile

Keep your profile up to date, create an Inbox Signature, and set your default accounts.

Configure Company Info and Settings

Configure your basic company and account settings, set roles and permissions, and invite your team to Aptly.

Sync Your Property Management Data

Sync Aptly with your PM Software for locations, contacts, and more.

How to Switch Payment Method to ACH

This article details how to move from credit payment to ACH

Navigating the Aptly Inbox

Navigate the Aptly Inbox with ease.

Connect a Shared Inbox

Add a shared inbox to increase transparency, accountability, and collaboration.

Collaborating in the Inbox

Share, comment, and assign conversations.

Inbox Keyboard Shortcuts

Click less and use your keyboard for specific actions in the Inbox.

Email Auto-Responders

Configure email rules to automatically take action as emails hit the inbox specifically when you are out of the office.

Registering Your Phone Line for A2P 10DLC

All businesses using SMS messaging need to register for A2P 10DLC.

Intro to Automations

Introduction to Automations

How to Create a Form

Best Practices when creating an Aptly Form.

How to Use the New Expanded Card View

Learn how to navigate and customize the new Aptly Card User Interface.

How to Install a Board Template

Follow these easy steps to install a board from the Template Gallery.

Frequently Asked Questions

Find answers to commonly asked questions.

How to Reconnect Your Inbox

Ways to troubleshoot when your email isn’t connecting.

What is Aptly Screening?

How to set up screening