Compliance
8 articles
Supplier Insurance: Multi-Coverage SupportHow to create a supplier insurance policy in Re-Leased with multi-coverage support — upload documents, enter policy details, and add multiple labelled coverage amounts under a single record.
Managing Supplier Insurance Policies for Multiple ContactsHow to manage multiple contacts on a supplier insurance policy in Re-Leased — add or remove contacts from a policy and send insurance reminder emails to multiple contacts.
Managing Property InsuranceHow to manage property insurance in Re-Leased — view, add, edit, archive, and renew insurance policies from the Insurance tab on a property record.
Adding a New Tenant Insurance PolicyHow to add a tenant or lease insurance policy in Re-Leased — add from the tenancy record, enter policy details, attach documents, assign expiry reminders, and view reminder tiles on…
Managing Supplier Insurance PoliciesHow to manage supplier insurance policies in Re-Leased — view expiry status, edit and renew policies, download audit trails, and archive or restore policies from the supplier contact record.
Understanding the Insurance HubOverview of the Insurance Hub in Re-Leased — view, search, and filter supplier and tenant insurance policies, manage contacts, add new policies, download reports, and perform individual or bulk actions.
Using Tags with ComplianceHow to use tags with compliance records in Re-Leased — create and assign tags, filter the Compliance Hub by tag, and best practices for building an effective tagging system.
Compliance Matrix ReportHow to use the Compliance Matrix Report in Re-Leased — view compliance status across your portfolio, apply filters, customise columns, add new compliance records, and save or download report configurations.…