This is linked to understanding automation This article looks at how to use Webform scenario 2 in your tenancy on-boarding. It is very important at this point to have an understanding of the applicant webform
How to use the webform to update the tenant's record on your new prospective tenancy
When converting your applicant record into a tenant record on a tenancy you can use the system trigger "tenancy status set to prospective"
The action created as a result of this trigger is to send an email to the tenant that includes a link to the webform (Scenario 2)
Step 1 Go to settings>automated events>tenancies>tenancy set to prospective>add action. This article is linked to understanding triggers and actions
Step 2 This email will be generated when adding a prospective tenancy. Page 4 of the add tenancy screen will show the email to be sent
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