Client and property contacts
Who Uptick emails, and why. The client sets the main recipient for each document. Property contacts opt in to extra copies. Hover or click any tile to see how it connects.
1On the client
The business you bill. Sets one main recipient for each type of document.
DETAILS
REQUIREMENTS TABS
CONTACTS TAB
2On the property
The people at the site. Each contact picks what they receive, on top of the client.
EACH PROPERTY CONTACT
Role, name, email and mobile, plus four toggles. Must be Active and have an email to receive anything.
PARENT / CHILD PROPERTIES
3What they receive
Where each contact ends up.
ON DISPATCH
ELSEWHERE
?Who receives this?
Pick a document and change the setup. See exactly which emails Uptick drafts.
DOCUMENT
CLIENT SETUP
PROPERTY CONTACTS
!Watch out for