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Process manager

Action letter

By clicking on the action“Letter” the following mask appears:

The following input options are available here:

You define the start of the process step in the upper left corner. Here you have the choice between starting “After finishing the previous” or after “x days after previous”.

For the responsibility, you can choose between the process owner, the person in charge of the property or Contact record linked to the process (provided, of course, that a property or Contact record is linked to the process step) or a direct user. The process step is then visible to the relevant responsible person among the running processes and must then be created and completed by that person.

You can define a deadline for the completion of this process step in days. If the process step has not been processed within the set time limit (specified in days) after start, an email is sent to the process controller to inform him about the delay. You store the email contact of the process controller in the process settings (wrench symbol).

You use these two icons to decide which property or contact this process step refers to. Any activity / agent’s log entries are then made in these data records.

Here you can choose from 2 template types. 
    1. Word Templates 
    2. PDF letter templates 
PDF letter templates can be created in the software.

The Wordupload tool is no longer being developed. Please convert your Word letter templates to PDF letters.

Here you select a Word template or PDF letter template to be used by default to create the letter. After the process is started, a Word document is then automatically created using this template.

Here you store a description of the respective letter.