How to send documents to Landlords and Tenants using Propoly
Propoly offers a convenient way to send documents to tenants or landlords directly through the system. This eliminates the need posting or emailing documents separately and keeps everything in one place for you. Follow the steps below to learn how to send documents through Propoly.
Step 1: Upload Your Document
The first step is to upload your document onto the Propoly system. To do this, go to the documents section on the bottom left of your screen and click on the "+Add" button.
This will open a window where you can select the document you want to upload from your computer.
You can either drag and drop your document onto the rectangular box shown, or click on the box and browse your computer for the document to upload.
Step 2: Choose the Recipient
Next, you will need to toggle the option of who you would like to send the document to. You can choose to send it to the tenants, the landlord or both depending on who needs to receive the document.
Step 4: Send the Document
Finally, click on the "Upload Document" button to send the document to the selected recipient. The document will be sent directly through the Propoly system, and the recipient will receive an email notification with the attached document.
The document will now also appear in the documents section in the left hand sidebar.
And that's it! You have successfully sent the document to the tenants or landlord through Propoly. If you have any further questions or concerns, please don't hesitate to reach out to our support team for assistance.