Recording approval of draft details

On a Property record, you can record that the owner (vendor or landlord) has given you their signed approval of the draft particulars they were sent.

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Actions
  4. In the dropdown menu, either:
    1. Click Details Approved by Vendor if you are doing this for a sales property, or,
    2. Click Details Approved by Landlord if you are doing this for a rental property
  5. The Details Approved window opens. Type in any relevant Notes
  6. Click OK

A new entry appears on the property's Timeline and the owners Timeline, as a record of the owners approval of the draft particulars.

Related articles: 

Sending draft details for approval

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