Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Current »

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.197

When saving a document to the letters screen on a property, applicant, contact or tenancy, the document properties screen is automatically displayed, allowing the document name and type to be set at the same time as saving it

This update ensures that the correct document type is saved with the document, along with the document name being saved appropriately - it also mirrors the same behaviour seen when uploading a document via a document management (or Documents) screen throughout the system

From property, applicant, contact or tenancy:

  • Open Letters screen (or click and drag document over Letters button)

  • Click and drag document over Letters screen, then click Yes

    Letters - copy to letters prompt.png

  • The Document Properties screen is displayed:

    • Ensure the Name and Type are correct, amend where needed

    • Click Accept

      Letters - prompt to set doc type and change name.png

Setting a document type ensures it is categorised correctly within the system, while updating the document name ensures it is displayed as required in the letters screen

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

  • No labels