When managing multiple reports for a single property, it’s often useful to merge them into one cohesive document. Here's a step-by-step guide on how to combine reports easily:

Important Note:

Reports can only be combined if they are for the same property. The "Combine Reports" function will only be enabled for documents associated with one specific property.

Step-by-Step Process:

1. Access the Property

Navigate to the 'Assets' then tap 'Property Sales' where the properties are listed - then tap on the properties applicable to your clients

2. Locate the 'Combine Documents' Option

On the Property page, click on the three vertical dots (often called the options or actions menu) next to the relevant property. From the dropdown menu, select "Combine Documents."

3. Select the Reports you would like to combine

Once you click "Combine Documents," you will be prompted to select which clients reports you want to include in the combined document. Choose the clients whose reports you want to merge.

4. Click "Apply"

After selecting the tenants, hit the "Apply" button to generate the combined report.

5. Find the Combined Report

Once created, the combined report will appear alongside the individual tenant reports. Look for the icon with a plus sign on the report, indicating it has been successfully merged.

By following these steps, you’ll easily combine reports for any property, simplifying document management and making it easier to keep everything organized in one place.