Sending Rent Documents

Documents related to the contract can also be sent to the customer by email as a PDF attachment from the loan card.

To create an email, use the "Send Documents" button.

After clicking on the button, a list of documents that can be sent from this page by email will open.

The user selects the desired document by checking the Select and Enter parameters checkboxes.

If the user clicks only the Select field and the Parameter input field remains unchecked, the selected document will be automatically sent and the user will not be able to edit the parameters (e.g.: email addresses, email body) in the email editor.

If the user also clicks the Enter parameters field, clicking on the OK button opens the Email Editor, where the user can edit the email and email addresses before sending the email.

To automatically complete email fields in the email editor:

• From

  • Automatically set the E-mail account that is marked as default in the table (list) E-mail accounts

  • The user can change it by clicking on the three dots and selecting from the list of Email Accounts

• Whom

  • The e-mail address will be automatically entered into the field if it is filled in the order of the fields

    • all email addresses of the customer's contact who have the corresponding job responsibility set in the field from the "Send to work" field. responsibility" from the selected report in the Printout Definition table

    • from the "Send to e-mail address" field from the selected report in the Printout Definition table

    • from the Tenant Email field on the loan card

• Copy

  • The e-mail address from the "Send CC" field from the selected report in the Printout Definition table is automatically entered into the field

• Hidden

  • The e-mail address from the "Send in BCC" field from the selected report in the Printout Definition table is automatically entered into the field

• Subject

  • The description from the "Email Subject" field from the selected report in the Printout Definition table is added to the subject

• Message

  • The text is downloaded to the report according to the template specified in the "Email Body Layout Description" field from the selected report in the Printout Definition table

• Attachments

  • The attachment name is created according to the description in the "E-mail attachment name" field from the selected report in the Printout Definition table

Then click on the Send button to send the email.

Warning: Sent emails are not saved in Outlook by default, but remain stored in OneCore in the Sent Emails list.