As a property team member, you can receive an email whenever a resident uploads insurance documents. The email can be sent to an agent and/or to a property email address.
Enable Insurance Notifications for a User
To send notifications to your email address:
- Navigate to User Preferences
Click the Settings (Gear) icon in the header and select Automation. Then click User Preferences. -
Enable Notifications
Scroll to the Renters Insurance Notification toggle and set it to active. Click the Update button to save your work.
Enable Insurance Notifications for a Company
To send notifications to your company's email address:
- Navigate to Company Preferences
Click the Settings (Gear) icon in the header and select Automation. Then click Company Preferences. -
Enable Notifications
Scroll to the Send Insurance Documents to Property Emails toggle and set it to active. Click the Update button to save your work.