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In version 12.145, a configuration option was introduced so that when uploading a certificate document, a prompt for it to be emailed to the relevant parties can be displayed - when choosing to email, the email message will then be addressed to the relevant parties (i.e. landlord and/or tenant) and the uploaded certificate attached - as outlined here: Prompt to email certificate when uploading document - configuration option

From version 12.171+, configuration options have changed so that:been updated, as outlined in the table below

If already using this functionality and you require options 3 and/or 4 to be implemented, or you wish to request this functionality to be enabled, click here to contact Reapit Support

1. Emails sent to first email address of each tenant and landlord

  • Emails are sent to the first email address of each tenant/landlord on the tenancy/landlord record
    Rather , rather than just sending to the first contact of the tenant/landlord only When sending an email, for the same certificate type, to both tenants and landlords, different templates can be used for each party, i.e. a specific landlord and a specific tenant template can be used(as done previously)

2. Email subject line updated

  • The subject line of the email has been updated to the format:
    <Certificate type> for <property address>
    For example: Electrical safety certificate for 1 Long Lane, London, SW1 1AA

3. Automatic emails (configuration required)

  • Emails can be configured to send automatically (or as a draft)
    Prior to this release, the only option would be to create a draft email which then required manual intervention to send

4. Different templates can be used for each party, per certificate type (configuration required)

  • Different templates can be used for the tenant and landlord for the same certificate type
    For example: a specific landlord template and a specific tenant template could be used when uploading a gas certificate

Tip

For more information on the functionality introduced in version 12.145, click here:
Prompt to email certificate when uploading document - configuration option

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