Generate and Send Owner PDF


 

 

This article will run through how to generate and send an owner PDF within your account. 

 

1. Navigate to Settings > Applications > General, click Application Summaries. 

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2. In Application Comparison, select the Owner Summary PDF, and then Save. 

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Note: Adherence to this process is crucial for the successful generation and transmission of the Summary PDF. 

 

3. Navigate to Letting > Applications > Properties, select the property relevant.  

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4. When comparing all applicants, use the Select All dropdown menu. For a subset of applicants, check the View checkboxes corresponding to each Applicant I.D. After this selection, click the Merge Icon that appears.

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5. Scroll down to Application Summary and click Download PDF for each applicant being evaluated.  

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