Attached checklist documents available in letters screen

Owned by Fiona Hardy, created
Last updated: Aug 24, 2022
2 min read

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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