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.…