This article is linked to understanding automation
This article looks at three available options:
The move-in statement is all the one-off transactions added to page 4 of the Add Tenancy process. See adding a tenancy for more details.
Step 1 – Create a statement
Go to Tenancy>Statement>Print Statement
Send an email from here or save back to Arthur>Tenancy>Documents
Step 2 – Email or share statement
Go to Tenancy>Documents
From here the document can be shared with (copy within the tenant app) or email
Step 1 – Create an approval tenancy email to be sent at the approved tenancy stage
go to preferences>automation
Step 2
Go to trigger “tenancy status set to approved”
When creating the email action ensure you can use:
“Tenant Outstanding Transactions”
“Deposit Outstanding Transactions”
Step 3 – Send email on updating the status or adding an approved tenancy
The email sent will display variables as follows:
Step 1 – Add a customized trigger
By having a condition status approved will mean the option to send this will only show when tenancy status = approved
Create the action email
In this example, it’s to send an email manually. Use Tenant Outstanding Transaction
Step 3 – Where to send from
Tenancy
Tick to run
Tenancy related task
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