Uploading a Template

Description 

Templates use merge codes to add owner information into a letter or document, making it look like it was individually created. They can be assigned for violations, checks, statements, letters and other forms of communications.

Once a new template has been created, or an existing template has been saved, the next step is to upload the template to the appropriate section. 

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Step By Step 

1. Click Admin

2. Scroll down to Related Links, click Template Library

3. Click Action then Add Template 

4. Fill in the information requested 

If you're editing a template that's already uploaded, keep the same file name so it can replace the existing template. 

Template Type 

CCR Letter- Available in the CCR action table when selecting letters for violation steps 

Check- Available when printing AP checks for vendors.

Letter- Available when using the Send Message feature, and when setting letters for the collection module. 

Statement- Available when printing in-house statements using the AR Invoices & Statements feature. 

Template Delivery Type

Selecting Email only respect the owners' communication Preference 

Selecting any other combination will only generate those documents as a pdf. 

Owner Delivery Preference setting - Print or Email

5. Click Select File then choose the template

6. Click Upload File 

7. Once the file is uploaded, it will show up on your Template Library 

 

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