For the Landlord – On the property record under the 'landlords' tab, the names that appear at the bottom of the screen in the 'Landlords Names' field is the information that is merged onto the documents.

For the Tenants – On the tenancy record under the 'Tenants' tab, the names that appear at the bottom of the screen in the 'Tenants names (for correspondence)' field is the information that is merged onto the documents.

The first things to check would be:

A) Have you entered more than one email address into the field?

This will prevent the email from being sent as you can only have one email address entered.

B) Is the email address valid? Try swapping the landlord’s email address with your own, save and send the landlord’s portal email to see if it could be their email address.

If this still fails to send, please contact us as there may be a problem.

For more information please see the Landlord Portal Configuration section.

The best place to save any documentation relating to a tenancy would be in the Events tab on the tenancy record. You can enter any notes for eg. “4 sets of keys returned by the tenants on 1st January 2014” and upload a picture of the keys as well as the inventory.