Generate, Edit & Delete Inventory PDFs Easily

Create a new inventory PDF

To generate a PDF, you must first create a template. If you haven't done so yet, please do that first.

Please follow these steps to generate a PDF inventory which is a snapshot of the template:

  1. Go to the Templates list
  2. Click the small triangle on the left of the template you want to generate a PDF for to expand the record
  3. Click Add Inventory on the right
  4. Select a tenancy from the Builder or click custom
  5. If custom was selected, enter the start date, tenant name and email and choose whether the inventory is check-in, interim or check-out.
  6. To add more tenant names, click Add Tenant
  7. Optionally enter meter readings
  8. Optionally add user notes. These notes will not be displayed on the inventory PDF.
  9. Optionally add inventory notes. These will be displayed at the bottom of the inventory PDF.
  10. Click Save and wait for the inventory to be completed. Try refreshing the browser if it continues to show in progress after several seconds.
  11. Click download from the actions button to download the inventory PDF.

Edit an inventory PDF

Editing an inventory PDF that has already been made will overwrite the existing PDF. If you prefer, you can create a new inventory PDF.

To edit an inventory PDF, follow these steps:

  1. Go to the Templates list
  2. Click the small triangle on the left of the template to expand the record and show all inventories for that template
  3. Click Edit on the right.
  4. Make changes as necessary
  5. Click Save and wait for the inventory to be completed. Try refreshing the browser if it continues to show in progress after several seconds.
  6. To download the inventory PDF, click download from the actions button.

Delete an inventory PDF

To delete an inventory PDF, please follow these steps:

  1. Go to the Templates list
  2. Click the small triangle on the left of the template to expand the record and show all inventories for that template
  3. Click Delete on the right of the one to be deleted. This action is permanent and cannot be undone.
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