Firm > Manage Action Types


Learn how to add Violation Action Types.


Violation Action Types are used within violation workflow(s) to define the various actions or activities to be performed on the workflow.  Every step, or activity, that is performed on a workflow is first set up as an Action Type. CLICK HERE for more information about Workflows.


A workflow consists of a series of steps, or actions, that are defined as an Action Type.  The Action Type specifies the action the system produces and determines whether it will produce a document, an email, or both.


Add New Action Type


Step 1. Navigate to Firm > Manage Action Types.


Step 2. Select Add Action Type from the three dot drop down menu. 



Step 3. Complete the Action Type window. 


Title - Enter name of the new Action Type.


Title 2 - Enter alternate name of the new Action Type.  Note - This field is optional.


  • Send Document - Click to enable a document to be generated for this Action Type.  When checked, uManage will produce a PDF file for printing and mailing or for upload to a fulfillment service such as LetterStream. 


NOTE- Checking this option will open the Mailing section with additional fields that must be completed. 


NOTE- If more than one owner exists and multiple documents are needed, that can be adjusted by updating "Document Merge Type".


  • Send Email - Click to enable an email document to be generated for the Action Type. When checked, uManage will send an document to the primary email on the owner's account.


  • Send Notification Of Accounts Without An Email Address - This function will send an email to a specified recipient with all documents attached for owners that do not have an email address on file.  


NOTE- This option is only available if "Send Email" is the only option chosen.  If "Send Document" is chosen as well, the system will not generate an additional user email.


  • Auto Processing - Choose level of automation (or none at all) for the workflow as follows:


  • No Auto Processing

  • Auto Generate

  • Auto Print

  • Auto Finalize

  • Auto Fulfillment


  • Prevent Future Processing - This feature prevents additional processing beyond the initial action.


  • Minimum Elapsed Days - This sets the lowest amount of days that have passed before this Action Type can be processed.


  • Show On Activity Reports - Click this box to include this Action Type in the activity report.


  • Copy From Former Default Action - Click this box to copy the former default action.


  • Set Hearing From Association - Click this box to enable a hearing for this association.


  • Enable Multiple Violations - Click this box to enable the feature to add multiple violations at a time.



Step 4.  Complete the fields in the Mailing section if you selected the Document check box above. 


  • Allow Fulfillment - Check this box to choose mailing fulfillment by LetterStream. Selecting this option will open additional fields. 


  • Fulfillment Options - Choose options below for fulfillment by LetterStream.  Click the "Preflight" link to review formatting.  Note - These options only appear when "Allow Fulfillment" is checked.


  • Include Coversheet - Check this box to add a cover sheet to the document during the mailing process.


  • Duplex - Check this box to allow printing on both sides of the paper. 


  • Outer Envelope Message - Check this box when mailing Statements if you want the message "Homeowner Statement Enclosed" to be printed on the outside of the envelope. 


  • Certified Mail Type - This drop-down allows user(s) to choose the following options for certified mailings.  


NOTE- This is only needed if "Send Via" field is set to "Certified and Regular" or Certified".

  • Certified with return receipt

  • Certified without return receipt

  • Ink - This drop-down allows user(s) to delineate between color or black ink preferences.


  • Paper - This drop-down menu allows user(s) to choose the color of paper on which the document will print.


  • Return Envelope - This drop-down menu allows user(s) to choose whether or not to include a return envelope with the mailing. User(s) can also choose which type of return envelope to include.


  • Create Label- Check this box to create a label with the document. 


  • Signature Type- Select Printed or Manual from the drop down menu. 


  • Send Via- From the drop down menu, select how the document should be mailed 


Certified and Regular - Select this option if the letter needs to be sent out by both Regular mail and Certified mail. 

Regular- Select if the letter only needs to be mailed via Regular Mail. 

Certified- Select if the letter only needs to be mailed via Certified Mail. 


  • Document Merge Type- This drop-down menu allows user(s) to choose additional document recipient(s) if needed other than the primary owner. 


  • Document Template- Upload the document to be used.


NOTE- Document Templates should be set up in advance of a mailing. The Template will include your message to Owners as well as personalized information pulled into the letter using merge fields. CLICK HERE for more information. 


Step 5. Click the Pre-Flight hyperlink to see how your template lines up with address windows and other features. 


Step 6.  Click the Save Add button to finalize the new Action Type.