PDF attachments included as part of the Welcome Letter are generated with the Welcome Letter.
Note: Attach PDF documents only.
Follow these steps to add additional PDF documents to the welcome letter:
In CINC, go to Setup > Association Setup.
OR
In CINC with universal navigation, go to Associations > Associations > All associations.
The Association List page displays. Select the association's link.
The Association Information page displays. Click the Notes tab.
The Correspondence History page displays. Click New.
The Notes History page displays.
Complete the following information:
Description: Enter a description for the Welcome Letter attachments.
Corr Type: Select Welcome Letter from the drop-down list. Create only one note with the Corr Type of Welcome Letter per association.
Status: Select Open from the drop-down list.
Note Type: Select a note type from the drop-down list. Options are set up under Correspondence Note Type on the Drop Down Options page.
Click Save.
The Attachment field displays. Click Manage.
The Association Correspondence Attachments page displays. Click Choose File to browse to and select the PDF file(s).
Click Save.
If multiple documents are added, enter the order in the Welcome Letter column in which the documents display in the packet. Click Save.
After adding attachments, click Cancel.
The Notes History page displays. Click Save. Any PDFs attached here automatically print or send with every Welcome Letter generated for that association.