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This guide has been reviewed against our global client base and classed as relevant to all regions

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:

  • Emails are sent to the first email address of each tenant/landlord on the tenancy/landlord record
    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

  • The subject line of the email has been updated to the format:
    <Certificate type> for <property address>

  • 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

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