In SME Professional, copies of generated documents, such as statements, tenancy agreements and work orders, are saved within the View uploaded files section of the property.
1. Accessing View uploaded files
Go to Lettings properties > View properties
Locate the property in question
In the View column, expand the dropdown and select View uploaded files
Users will be directed to a new page that contains many document folders
This page is split into tabs depending on the nature of the document (shown below)
2. Locating previously generated documents
Open the relevant documents tab (shown above)
Locate the required document folder
In the View documents column, click on the three dots/lines icon (highlighted below)
Users will be presented with a list of all documents held within that specific folder
To open a document, click on its filename
Example: Viewing previously generated landlord statements
Go to View uploaded files (following the steps listed in section 1 above)
Open the Owners and tenants tab
Locate the Statements folder
In the View documents column, click on the three dots/lines icon
Users will be directed to a new page that lists all statements that have been generated for that property
To open a statement document, click on the filename
Note: The system will only save copies of documents as they were at the time they were generated. If any amendments are made to documents outwith SME Professional, the file will need to be uploaded to the same folder for future reference, if required.