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Property & Compliance Management

Email a buy request

Send the request PDF/message to selected recipients.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Requests & Applications → Buy Requests → open request → Send Email

Before you start

Buy-request View or View Own is required; changes require the corresponding write permission and an accessible customer/property.

Follow these steps

  1. Open Buy Requests and select the customer’s request, or start a new request.
  2. Send the request PDF/message to selected recipients.
  3. The send form supports recipients, CC, custom template and attach_pdf.
  4. Save or complete the action once, then inspect the request and any linked contract or invoice.

Fields, rules and limits

  • The send form supports recipients, CC, custom template and attach_pdf.

Check it worked

The request and downstream links identify the correct customer, property and values.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

The send form supports recipients, CC, custom template and attach_pdf.

Why is the record or action unavailable?

Buy-request View or View Own is required; changes require the corresponding write permission and an accessible customer/property. Check the current company and record relationship before requesting additional access.