Once PropertyFile has been activated, there are two ways for you to invite your vendors.
For more information on Activating PropertyFile, click here

This article includes: 

Invite a vendor from their contact record

  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1. Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click PropertyFile on the side menu

On PropertyFile, you can see: 

  • The vendors status on PropertyFile
  • Their PropertyFile login name (which is their email address)
  • The last time they were active on PropertyFile 

If the vendor has a Status of Not Invited, you can click Send Invite which sends an email to your vendor for them to activate their account.

 Note

If the vendor has used PropertyFile with another agency, they will still need to register again, as their login is unique to the estate agency

Once the initial activation request has been processed, you'll be able to: 

  • Resend an invite to a vendor
  • Deactivate the vendors account to PropertyFile
  • Login as Admin - This allows you as an agent to see what the vendor can view on their PropertyFile account

Invite a vendor to PropertyFile when making a property available

To invite a vendor through the making a property available process: 

  1. Click Property on the main toolbar
  2. Select the relevant property (with an Instructed status) from Recent & Favourite Properties
    1.  Alternatively, find the property (with an Instructed status) using the Search Properties bar in the top right
  3. The property Overview displays. Click Actions
  4. Click Change Status
  5. Click OK
  6. The vendor is sent an an activation email for PropertyFile

 Note

All vendors are automatically set to be invited to PropertyFile, if they have a Status of Not Invited

If you don't wish to invite the vendor to PropertyFile at this point, slide the toggle to the off position.

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