Sharing Transaction Attachments with Property Owners
Rentec features the ability to share file attachments on transactions with property owners. With this attachment sharing feature, you will be able to actively communicate with your property owners about the status and activities related to their properties.
How to Share a Transaction Attachment with an Owner
Follow these steps to share an attachment associated with a transaction with a property owner.
In your Rentec Direct account:
- Visit Properties
- Right-click the Property and choose Post Expense from the drop-down menu
- Enter the details of the expense transaction and then click the Attach Files button
- After the file uploads, you are then presented the option to Share file(s) with property owner
- Click Post Expense when finished
When one of your property owners logs into their Owner Portal to view the Statements or Property Statements, the attachment preview link will appear as a small blue paperclip to the left of the transaction item. Clicking the paperclip will bring up the attachment in a preview window with the option to download it.
Owners can view attached files in a pop-up window by clicking on the blue paperclip found in the Owner Portal.
This process also applies to split transactions, in which one attached file is associated with multiple transactions. On the split transactions page, the selection of properties determines whether the file can be shared. If at least one of the properties has a designated owner, then the sharing option becomes visible.
System note: If you forget to attach the file when posting the transaction, you will still have the ability to share the file with the owner from the File Library. The file will display in the Owner Portal Files but will not be associated with a transaction.