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

Available from version 12.186

When and how letters/documents are grouped is a configurable option for Enterprise customers
This is existing configuration (available prior to version 12.186)
Letters/documents can be set to always show in groups, never show in groups or only show in groups when more than a specified number are stored (e.g. when more than 5 documents are stored, category is grouped) - to request this option to be changed on your system, click here to contact Reapit Support

When a letters screen has letters/documents saved and stored in category groups, an option to expand or collapse all categories is available

This update allow all letters/documents to be displayed or hidden with one click, rather than several

The expand/collapse all button is displayed on a Letters screen (i.e. on a property, tenancy, applicant or contact record) where documents are grouped into categories

From Letters screen:

  • In the Existing letters and files panel on right, click icon top left to collapse all categories

    Letters - collapsed.png

  • Click again to expand all categories

    Letters - expanded.png

The individual arrow icons can still be used to expand/collapse individual categories

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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

When a letters screen has letters/documents saved and stored in category groups, an option to expand or collapse all categories is available