Uploading a deposit certificate

Chris Horroll
Chris Horroll
  • Updated

You can easily upload a deposit certificate to the tenancy record.

  1. Click the Residential Lettings department tab
  2. Click Tenancies on the main homebar
  3. Search for the relevant tenancy in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant tenancy from within the Last Viewed section
  4. Click the Deposit tab
  5. In the Deposits Scheme section, click Edit Details 
  6. Ensure the certificate is saved as a .pdf. Under Upload Certificate, click Choose file to browse for the document on your PC
  7. Click Save

The certificate is now uploaded.

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