Generate and email a rent-request PDF
Create the PDF and send it through the supported request email form.
Before you start
Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships.
Follow these steps
- Open the rent request or the client’s Renter Profile indicated in the route.
- Create the PDF and send it through the supported request email form.
- Verify tenant/customer, property, price/rent and term first.
- Complete the task, save the change and reopen the related request or profile row.
Fields, rules and limits
- Verify tenant/customer, property, price/rent and term first.
Check it worked
The request/profile stores the intended details for the correct customer.
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?
Verify tenant/customer, property, price/rent and term first.
Why is the record or action unavailable?
Rent-request permissions apply to staff. Client profile actions are limited to the signed-in customer and authorised relationships. Check the current company and record relationship before requesting additional access.