Edit Letters in Tenant Screen

ESS · April 2019

Good day all! I know there is a way to edit letters by going in the payment screen, selecting a tenant, go to letters, choose document, then filled documents and you should be able to click in the document to edit it/fill in info. Only problem is, we're not sure which permission that is exactly so I can be allowed to do that. It has become a hassle to export to desktop for each tenant, edit, then attach to email after going back into each tenant's file for their email uff. Can anyone help please??

JulieA · April 2019

Security Level settings can be modified in Company- Setup. I have most of my forms set up in Past Due schedule and when triggered I process them in Tasks & Letters.

ESS · April 2019

@JulieA thank you for your response. I was wondering which permission box exactly needs to be checked in the employee setup to give me access to edit them. The forms are pretty much setup correctly, but I do need to modify every now and then for different cut lock dates etc.

JulieA · April 2019

My guess is that it in Security Levels select Company Tab and there is a box for Form Set up.

Orkocean · April 2019

Security Levels>Company> Form Setup

ESS · April 2019

@JulieA & @Orkocean Thank you both so much!!

Edit Letters in Tenant Screen

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