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Properties - Copying a lettings property

Updated over 7 months ago

Note: This action will copy files and records associated with the property, for example, safety certificates and inspections, advertisement photographs and system-generated documents. Statements or files from the following folders will not be copied:

  • Statements

  • Owner accessible documents

  • Tenant accessible documents

1. Copying a lettings property

  1. Go to Lettings properties > View properties

  2. Locate the property

  3. Within the Action column, expand the dropdown and select Copy property details

  4. A confirmation dialogue box will appear, click on Ok to copy the property or Cancel to stop the action

The page will refresh and the copied property will show with (COPY of) in the address.

2. Copy a lettings property to sales

To copy a lettings property over to the sales system, please follow the steps listed below:

  1. Go to Lettings properties > View properties

  2. Locate the property

  3. Within the Action column, expand the dropdown and select Copy property details to sales

  4. A confirmation dialogue box will appear, click on Ok to copy the property or Cancel to stop the action

The copied property will be listed on the Sales properties > View available properties page with (COPY of) in the address.

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