Create rental reference PDF and post to record
Create rental reference PDF and post to record
Your tenancy records lack formal rental reference PDFs and ledgers, forcing manual assembly. The flow adds completed PDFs and ledger links to the record so managers can respond same day.
Overview
If tenancy updates leave your files missing formal references, property managers spend hours assembling PDFs and ledgers. This flow produces merged rental reference PDFs, attaches them to the tenant record, and emails the file so managers can issue references same day.