This article will review how to create and send Custom Letters in program. Custom Letters are for Notification purposes only, users will not be given the option to add a signature field and letters created can not be electronically signed
Creating/Editing Custom Letter
1- Select Tools >> Letter Templates
2- To create a new letter select button, Add New Letter. Users can select a previously created letter by selecting the letter title from list.
3- Users will enter the notification/custom letter. Users will have the option to insert specific fields that pull data from your TenantTech account. After completing the edit process, select Save & Close.
Sending a Custom Letter to Residents
Custom Letters in program do require that users have a resident selected. The custom letters can be made available as a Print for Multiple unit. Custom letters are found in Forms & Docs under the forms group Custom Letters. Note: This article is using Print for Multiple Units
1- Hover over Forms & Docs. Select Print for a Single Unit or Print for Multiple Units . Select forms group Custom Letters, click on the hyperlink title of the Letter.
2-Select the unit you wish to send the custom letter. Select Edit Forms to generate the edit page for each custom letter.
3- Review custom letter in the Edit Forms page. To review the final forms, Select View Forms.
4- View Final PDF in program. Users will have the option to email the PDF to residents by selecting the option, Email PDF.
5- Email addresses can be pulled from the resident profile; if the email address is incorrect, users will have the option to modify or add the email address for the intended party.
6- After updating or verifying email address, select Send Email. The system will allow the user generating the custom letter and email to add a CC recipient or BCC recipient. The subject line will default to the letter title, users have the ability to modify the subject line of email. Users can enter a brief message to the email recipients.
Recipient View
Recipients will see the custom text entered (If applied) and the letter will show as a PDF attachment they need to click on to open.
