Compliance documents — the EPC, electric safety, and gas safety certificates for a unit — are uploaded to the unit’s Compliance section. From an active or pending tenancy, you can email whichever of these certificates are on file directly to the tenancy’s customers, without leaving the Dashboard.
Sending compliance documents
To send compliance documents, follow these steps:
- Open the tenancy you want to send documents for.
- Click the overflow menu (•••) and select Send compliance documents.
- Review the confirmation dialog, then click Send.
Yorlet emails every customer on the tenancy who has a valid email address on file, attaching whichever of the EPC, electric safety, and gas safety certificates are currently uploaded to the unit.
Send compliance documents only appears on Pending and Active tenancies, and only sends successfully if the unit has at least one compliance certificate uploaded and at least one customer with a valid email address. Add or update certificates from the unit’s Compliance section.
Need a standalone PDF instead of an email? Select Compliance certificate from the same overflow menu (•••) to download one for the tenancy.
