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1. Access certificate management screen

From a lettings property, in the Attributes attributes panel:

  • Click Certificates link to display the Attributes - Appliances, Insurance & Safety screen

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  • ClickClick Certificate Responsibility
    From AgencyCloud 12.143-12.159 - this option is displayed as Certificate Responsibility Management(bottom right) and is shown at the bottom of this screen

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2. Certificate management screen settings

Each certificate type is listed

If a certificate type is required, to the right of the relevant certificate type:

  • Ensure Not Required is unticked

  • If it is to be managed by the landlord, select Managed By Landlord

  • If it is to be managed by the agent (or another), set to Managed By Agent
    This setting is available from AgencyCloud 12.147+, for versions 12.143-46, leave set to Not Set

If a certificate type is not required, to the right of the relevant certificate type:

  • Tick Not Required
    The other options to the right are greyed out as they are not applicable

Infotip

When a certificate type is marked as ‘not required’ it will not appear in any certificate-related options on the Property Management panel on the Organiser

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