Email a Document to a Customer

Created: 3/3/2015

 

Unit Trac provides space within each lease to upload scanned documents – signed paper leases, pictures, etc.  Once this has been setup, it's very easy within Unit Trac to email any of them to a customer. 

Step 1 - Find the customer and then select Actions > Email.Customer Actions

Step 2 - Enter the subject and any info that you will to include in the email.

Step 3 - Scroll to the bottom of the box to see your attachment options and select the attachments that you wish to send.

Email Attachemnts

 To set-up automated emailing for receipts.  Go to Business > Settings > Lease and selectAuto Receipt

 

If you are interested in use the eSignature functionality for your rental agreement, please contact the Unit Trac team to help get this set-up for your business. 

 

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