Compliance
12 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.
- 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.
- Managing Tenant Insurance PoliciesHow to manage tenant insurance policies in Re-Leased — view expiry status, edit and renew policies, download audit trails, and archive or restore policies from the tenancy record.
- How to Send Insurance Reminder EmailsHow to send insurance reminder emails to tenants in Re-Leased — create email templates, send from the Calendar Dashboard or tenancy record, and send bulk reminders from the Insurance Hub.
- 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.
- The Compliance HubOverview of the Compliance Hub in Re-Leased — access, navigate, and manage compliance records across your property portfolio, including filters, templates, types, and property-level compliance views.
- Compliance Templates and TypesHow to create compliance templates and compliance types in Re-Leased — pre-define checklist items and required documents for reuse across properties, and categorise compliance with custom types.
- 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.
- Create a Compliance RecordHow to create a compliance record in Re-Leased — add a single record from the Compliance Hub or a property, create bulk compliance using templates, fill in all required fields,…
- 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.…