Share property details through the supported request workflow
Send property details in the context of the relevant buy or rent request.
Before you start
You need property View or View Own plus the relevant Create, Edit or Delete capability. Creating or saving a property requires a landlord.
Follow these steps
- Open the existing Buy Requests or Rent Requests record for the property and customer.
- Check its property details and recipient contacts.
- Use the request email action, review the message and PDF option, then send once.
- Check the request’s delivery result before attempting another send.
Fields, rules and limits
- The current listing detail page has no standalone listing-email form. The module’s send_to_email action sends a property request and checks request Edit access.
Check it worked
The saved property shows the intended values with its landlord and scope intact.
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
Why does Save ask me to select a landlord?
The property save handler requires a landlord. Select the correct existing landlord in the form; a typed owner name is not a substitute for the selected relationship.
Can listing privacy make private evidence public?
No. Listing privacy and authenticated file access are separate controls. Inspect the permitted listing content without placing identity or tenancy evidence in public attachments.