How to print a move-in statement or use automation to send out

This article is linked to understanding automation This article looks at three available options:

1. Printing and emailing
2. Using system triggers to  email out on a status change
3. Using custom triggers to email out manually

 

1. Printing and emailing

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

2. Using the system triggers to  email out on a status change

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:  

3. Creating a customized trigger to be sent from within the tenancy or a tenancy related task

  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