Adding, Viewing, or Deleting Homeowner Correspondence Attachments
Adding, Viewing, or Deleting Homeowner Correspondence Attachments
Once the homeowner correspondence is saved (see Creating a Homeowner Correspondence.htm), the Attachments field will appear on the Notes History screen. Certain attachments will be automatically generated, but attachments can be manually added.
To access add, view, or delete Homeowner Correspondence attachments:
Select Homeowners > Homeowners. The Homeowner Listing screen is displayed. If you are using universal navigation, click Residents > Residents > Resident List.
Search for and select the desired association.
Select the homeowner.
Click the Correspondence tab at the bottom of the Primary Homeowner Information screen.
On the Correspondence Listing screen, search for and select the hyperlink of the correspondence to edit.
Adding Homeowner Correspondence Attachments
On the Notes History screen, click Manage in the Attachments field.
On the Correspondence Attachments screen, click Choose Files.
Browse to and select the desired document(s).
On the Correspondence Attachments screen, click Save.
Click Cancel to return to the Notes History screen. The attachment(s) is/are listed in the Attachments field dropdown.
Viewing Homeowner Correspondence Attachments
On the Notes History screen, click View in the Attachments field.
Open and view the PDF file saved in the Downloads folder.
Deleting and/or Replacing Homeowner Correspondence Attachments
On the Notes History screen, click Manage in the Attachments field.
To delete an attachment, select the checkbox next to the attachment and click Delete.
To replace the attachment, click Choose Files.
Browse to and select the desired document(s).
Click Save.
Click Cancel to return to the Notes History screen.