Generate a property-status PDF — Email, PDF branding and integrations
Create status evidence from the saved status record.
Exact navigationAdmin Area → Property Operations → Property Status → PDF
Before you begin
- Use an account with real_property: View and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Create status evidence from the saved status record. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Admin Area → Property Operations → Property Status → PDF.
- Choose the New, Add, Create or Start action exposed on that screen.
- Complete the required fields described below and review any linked record, currency, tax, approval or recipient selection.
- Save or submit the form once; correct any validation message rather than bypassing it.
- Open the resulting record and verify its number, status, totals, files, activity and downstream links.
Fields, choices and supported possibilities
Exact actionGenerate a property-status PDF
Exact navigationAdmin Area → Property Operations → Property Status → PDF
Module version1.0.0
Access rulereal_property: View
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Property ownership and listingConfirm the property owner/landlord, estate-agent company, listing type, transaction type, privacy and status before saving.
Address and mapComplete address, city, country and latitude/longitude where the map is used.
Commercial valuesReview price/rent, commission, fees, income/expense values, currency context and availability dates.
Code-backed validations and workflow rules
- Verify current status/owner/property data.
- Property visibility and actions are controlled by real_property view-own/view/create/edit/delete capabilities.
- Property status, account status and approval workspaces are separate from the main listing form.
Expected result and verification
- The supported generate a property-status pdf flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.