Prompt to email certificate when uploading document - configuration option

Owned by Fiona Wilson, created
Last updated: Sept 26, 2023
2 min read

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

A configuration option is available to ensure that when uploading a certificate document a prompt for it to be emailed to the relevant parties is displayed - when choosing to email, the message is automatically addressed to the relevant parties (i.e. landlord and/or tenant) and the uploaded certificate is attached

This can be configured for specific certificate types, plus the option to send to the tenant, landlord or both can also be specified

To enable this configuration option, click here to contact Reapit Support

From version 12.171+, updates have been made to this functionality to ensure that emails are sent to all landlords and/or tenants (where relevant), plus configuration is available which allows emails to be sent automatically (as required) and different templates to be used for each party per certificate, as outlined here: https://reapit.atlassian.net/wiki/spaces/RW/pages/2004189263

When uploading a certificate document for a certificate type where the configuration is enabled:

  • A prompt is displayed - click Yes

  • The certificate document is uploaded to a new email message

Who the email is addressed to and the template used is dependent on configuration