A certificate is a special type of document that has an expiry date and where it is important that as a property manager you are notified. A certificate can be added either at property, unit or tenancy level. “Ensure the certificate is added at the correct level”
* A copy of the document uploaded to a certificate will also go produce a copy within the documents area of the property, unit or tenancy.
This article is linked to understanding documentation
Which ever level your at go to certificates>add
Choose the file to upload. This is related to understanding how documents are handled
A copy of the certificate document will also be placed into the documents folder.
Create a certificate report. This section is linked to creating a report .
This section is linked understanding automated event and actions. Go to Settings>Your Account>Automated Events>Certificates
Arthur is set up with some default actions and send you emails when the certificate is due to expire:
Once a certificate has expired or is expiring there are a number of options. To view expired change the filter of the status on the page below
Change the filter above to view expired
Call us to help you create a manual event
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