How to create a Document

• Go to the Diary of the required entity - Owner, Property, Tenant or Supplier
• Click on CORRESPONDENCE

• Select the Group type if you want the correspondence to be assigned to a particular group eg. Rent Arrears.
• The Description is a short description of what the letter is about.
• Use the Template drop-down to get started with your letter. Then click GENERATE

This will take you through to a word processing area and merge the document.

Check the document, make any changes. To print the Document, use the drop-down MORE button, and select Export to PDF. Once downloaded, you can print the document.

Click Save and Close