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 add a copy to the documents area of the property, unit or tenancy.
This article is linked to understanding documentation
Arthur has the ability to tell you if your missing certificates at property and unit level. This is a very useful function as you may have forgotton to add details to a property and unit which in turn will result in forgetting to renew.
Where to add certificate requirements:
Which ever level your at go to certificates>add
Or from the index page
Mark as completed is set as default. If you untick it will show in missing certificate. This can be used because you want to later add the actual document
A copy of the certificate document will also be placed into the documents folder.
Certificates from left hand menu
Create a Report
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
This is linked to understanding manual events
Arthur will show missing if a certificate is not added to the information and certificate marked as completed is ticked. If you do not want to upload the actual certificate simply mark as completed and the missing certificate will be removed from the list.
Index page of missing certificates>dropdown
Edit certificate from within this page>add certificate and marked as completed
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