Sending preferences define, by default and for all your contracts, how your automatic communications (indexation, payment delays…) and your grouped sends are sent: the sending method and the recipients. By default, everything is sent by email to all tenants of the contract.
Steps
In the left-hand menu (at the bottom), click Settings.
In the settings panel, click Communications.
Find the communication type you want to set (e.g. Indexation, Payment delay). Each type has two buttons: Communication content (for the message text) and Sending preferences (for the method and recipients).
Click Sending preferences. A window opens.
Under Sending method, choose the default method (Email, Letter, Registered letter or SMS).
Check the Sender (by default, Main owner).
Under Recipients, tick who receives the communication: Main tenant, All tenants and/or Guarantor(s).
If the method is Email, you can add someone in Cc or Bcc. ⚠️ This person will be copied on all the relevant automatic and grouped emails.
To apply a different rule to a specific contract, in the Exceptions section click Add an exception, then fill in for the row: Contract, Sending method, Sender, Recipient(s).
Click Confirm.
💡 These preferences apply to automatic and grouped sends. For a one-off send to a tenant, use the send window from the contract.