Current merged module
Start from Properties Management or Compliance in your workspace header. This retained task guide is part of Property & Compliance Management UK. Older names and version labels describe the inherited guidance.
Read the merger guide · Find the current route · Browse the full library
Where to goAdmin Area → Requests & Applications → Rent Requests → open request → PDF / Send Email
Before you start
- Use an account with real_rent_request: View/Edit and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Create the PDF and send it through the supported request email form. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Requests & Applications → Rent Requests → open request → PDF / Send Email.
- Select the New, Add, Create or Start action exposed on that screen.
- Complete the required fields described below and review any linked record, currency, tax, approval or recipient selection.
- Save or submit the form once; correct any validation message rather than bypassing it.
- Go to the resulting record and verify its number, status, totals, files, activity and downstream links.
Fields and options
Exact actionGenerate and email a rent-request PDF
Exact navigationAdmin Area → Requests & Applications → Rent Requests → open request → PDF / Send Email
Module version1.0.0
Access rulereal_rent_request: View/Edit
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Request recordCode, client, property/item, request type, currency, property price, term and inspection choice.
Notes and billingClient note, admin note and billing/shipping data where the form exposes them.
ConversionCheck status and linked customer/property before converting to a contract or invoice.
Tenant/applicantIdentity, contact, current address, employment/income, occupants, pets, smoker/benefits/children flags and right-to-rent data where exposed.
Tenancy termsProperty, tenant client, start/end/move-in dates, term, rent, frequency, deposit, holding deposit and deposit scheme.
Consent and workflowInvite mode, consents, review notes, agreement template/body, signature stage and workflow action.
Rules and limits
- Verify tenant/customer, property, price/rent and term first.
- Buy and rent requests use separate real_buy_request and real_rent_request capability groups.
- Status changes and conversion actions validate the current request and linked record IDs.
- Public application and onboarding actions use token/record checks and explicit workflow states.
- Do not advance a workflow until the required party, property, dates, financial terms and consent/evidence are complete.
Check it worked
- The supported generate and email a rent-request pdf flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.
Useful next steps
- Use the merged Property & Compliance Management module
- Find every property and compliance workspace
- Browse the complete merged feature library
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.