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- Locate the tenant or applicant you wish to correspond with using the Correspondence feature button on the homepage.
- A list of letter templates will appear, choose a template that correlates with your reason to correspond with the tenant/applicant. If a template has not been made for the purpose of communication read below for information on creating a brand new letter template.
- A preview of the template will appear giving you the option to Generate, Edit the template, or close the screen.
- From here you can choose to Edit the Template, when finished editing click "Generate".
- Choose the address you want to send the correspondence to from the drop-down menu.
- Click "Preview & Generate"
- Go over the letter to ensure the information, and double check that merge fields have been replaced. If so, click "Generate".
- NOTE: If the merge fields have not been replaced with the tenant/households information, then you may manually enter the information, or double check that the tenants information is up to date in the app.
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