The "
...
Documents" 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) >
...
Documents Tab.
"Letter History" at a glance:
A- List of sent templates/Nature of the correspondence
B- Roster of the date and time the letter was sent
C- Account of the household member that the letter was addressed to
D- Catalog of the user who created the correspondence
For more information on correspondence and to find the All Households Letter History, see Letters.
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. Email Function - This option allows you to send the selected document to the household's primary email account. (This will only work if the household has at least one associated email account.)
E. Delete Function - This trashcan function allows you to delete documents from your Documents Tab.