Process
Find Account - Custom Letter Tab Custom Letters are used to create correspondence to Owners on an individual basis for matters related to the partic...
Fri, 24 May, 2024 at 2:47 PM
Process > Process Violation Use the Process Violation page to update violations or to initiate the processing of open Violations Processing a Vi...
Tue, 18 Mar, 2025 at 11:27 AM
Process > Process ARC Plan Use the Process ARC page to view and process ARC plans in a community Processing an ARC Plan: Step 1: Navigate to P...
Mon, 29 Jul, 2024 at 1:59 PM
The mailing costs vary based on USPS postage rates. The updated mailing costs for a one page letter which includes paper, black and white ink, envelope,...
Thu, 15 Aug, 2024 at 11:37 AM
Use this help article to assist with the Process Custom Letter page and its usage. Adding a Custom Letter: Step 1: Locate the Community in which to p...
Fri, 30 Aug, 2024 at 2:40 PM
Process > Setup > Manage Action Types The Custom Letter function is used to send important correspondence to individual Owners that do not fall in...
Fri, 21 Mar, 2025 at 8:47 AM
Process > Setup > Manage Firm Workflow A Workflow is a firm-level, pre-established set of steps for handling accounts by automatically triggeri...
Thu, 28 Mar, 2024 at 12:01 PM
Process > Setup > Manage Action Types Learn how to add Violation Action Types. Violation Action Types are used within violation workflow(s)...
Tue, 18 Mar, 2025 at 12:48 PM
A Workflow is a defined, step by step process that is used to manage Violations, Delinquencies, ARC requests and Custom Letters. The ARC (Architectura...
Thu, 17 Apr, 2025 at 2:46 PM