The Tenancy Statement can now be generated as a PDF Export or Emailed directly from the Tenancy Details window or the Tenant details window.

Email option is only enabled if the Tenant has an Email Address with "Use Email" selected.

Configure the Document Template: Tenancy Statement Cover Letter Template

A new Document Template has been created for the Tenancy Statement Cover Letter.

Admin > Document Templates > Admin > select Tenancy Statement Cover Letter > Edit

To open the Template, click Edit Body of Document

Enter the merge fields you want included in your document. 

Please refer to the attached Document Template below, that can be downloaded to create your Tenancy Statement Cover Letter.

Save and close the Document.

Select Ok on the Tenancy Statement Cover Letter document template window.

Select Ok on the Document Templates window.

On the Tenancy Details or Tenant Details window, Select "Tenancy Statement".

Select the Dates you wish to generate the Tenancy Statement for.

Select Email, the Email window is displayed.

The Email Details window is displayed, with the body of the Email populated from the Tenancy Statement Cover Letter template. The Email can be edited before it is sent.

The Tenancy Statement pdf file is added as an attachment to the Email.