Letter History
The "Letter History" tab on the household overview page, houses a list of previous correspondence sent to members of the household.
This information helps to ensure that , for example, a re-certification letter is not sent unnecessarily. Clicking the name of the letter template will download an exact copy of the letter the household was sent.
To Access this page:
Home Dashboard > Search button (type and select the household you wish to interact with) >
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Documents Tab
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For more information on letters and to find the All Households Letter History, see Letters.
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Documents
A. Search Bar - Here you can search through all of the household's previous documents.
B. Upload a Document - This option allows you to upload a document from your computer to your Documents Tab.
C. Add Description - This option allows you to add a description for your document after you have uploaded it.
D. Delete Function - This trashcan function allows you to delete documents from your Documents Tab.