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Attached checklist documents available in letters screen

Attached checklist documents available in letters screen

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

Documents that have been attached as part of a checklist can be seen in the letters screen on a tenancy and property - this includes documents attached to pre & post tenancy checks and pre-instruction checks

Tenancy letters

From tenancy:

  • Click Letters (top right)

  • Tick Include documents from checks

  • Source column indicates where the letter/document originates
    In the example above:

    • Tenancy indicates document is usually stored in tenancy letters

    • Pre-Ten indicates document also stored in pre-tenancy checklist

For information on pre/post-tenancy checks, click here

Property letters

From property:

  • Click Letters (top right)

  • Tick Include documents from checks

  • Source column indicates where the letter/document originates
    In the example above:

    • Property indicates document is usually stored in property letters

    • Pre-Ins indicates document also stored in pre-instruction checklist

For information on pre-instruction check functionality, click here

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