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Creating a PDF of a Homeowner Correspondence Note

Creating a PDF of a Homeowner Correspondence Note

Creating a PDF of a Homeowner Correspondence Note

Creating a PDF of a Homeowner Correspondence Note

Once a homeowner correspondence is created, it's notes can be generated into a PDF file and printed if needed.

  1. Select Homeowners > Homeowners. The Homeowner Listing screen is displayed. If you are using universal navigation, click Residents > Residents > Resident List.

    Homeowner Listing

  2. Search for and select the desired association.

  3. Select the homeowner.

  4. Click the Correspondence tab at the bottom of the Primary Homeowner Information screen.

  5. On the Correspondence Listing screen, search for and select the hyperlink of the correspondence.

    Correspondence Listing_populated

  6. On the Notes History screen, select the desired note.

  7. Click PDF. The PDF version of the note is available in the Attachments field.

    Notes History_PDF_homeowner correspondence

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