Custom Forms and Letters

Go to Activities>>Inspection Master>>Print>>Custom Forms and Letters

This program allows the user to select forms or letters that have been setup in the Merge Template to be printed with merged tenant information.

 

Header

Inspection #

Displays the selected Inspection #,  A different Inspection # may be selected for the letter or form.

Address Information

The following address information for the unit, site or building will be displayed based on the selected Inspection #:

 

Letters

In the letters window/grid are displayed forms and letters that have been setup in the merge template.  Click in the box to checkmark a letter/form to select it for printing.

Print

Click the print button to bring up the print options dialog box.  The form may still be previewed if preview is selected in the Direct to... field.  

Letter Date

The letter date field is a merge field that may be included in forms or letters.  The merged field will print any date that is entered or selected here.

All Categories

Has only one selection of All Categories.

Sort Order

The displayed forms/letters may be viewed in one of the following orders:

Note:

All forms/letters will still be grouped under their Letter Type (verification group).

The default Letter Sort order may be set in Tenant Management.

Override Selections

This box may be checked to override some of the print/preview options set in the Merge Template for the form/letter.

For a first time print, I would leave this box unchecked.

Force Printer Setup

This box may be checked to force a print dialog box to be displayed for the selected form/letter.

Print Options

The name of the merge letter is displayed at the top of the dialog box.

 

To Print

 

To change printers

 

Example:

 

To Preview

Example: