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User Guide - New Violation Letter

This guide will review how to create a new letter template in the Violations module

Step 1

To access the Violation Letter Templates, navigate to the Violations Module > More > Violation Options > Letters

  • NOTE: If you cannot see any of these sections, then your role does not allow you to view them, and you will need to reach out to your management/association Global Admin for assistance.

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Step 2

Click on the "Copy Letter Template" button.

  • Smartwebs recommends copying a letter over creating a new one, however, that option is available to users

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Step 3 

Select a Template from the dropdown to copy from, you can only copy letters from within your management.

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Step 4

Click the "Copy Template" button at the bottom to confirm

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Step 5

In the new window, change the Display name and/or Name of the template, so you can distinguish it from other templates within your management.

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Step 6

Edit the Letter to your liking.

  • There are basic text tools, such as Heading, Font, Tables, etc.
  • The wording of the letter is the same for all homeowners.
  • Add merge-fields for sections of the letter which are unique to each homeowner.
    • *Merge-fields pull information from the system to automatically fill out the letter. 
    • Merge-fields are for specific information pertaining to each homeowner.
  • Click Save.

 

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