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Construction - Permit Application RTF Letters

This guide is for SDL Desktop admins in the Construction module who want custom letters generated from application data. Reference it as a pointer to the User Defined Reports guide for creating your RTF letter, and know that once added, it becomes reusable across other permit applications.

Construction Applications support RTF User Defined Reports — custom letters built from your application's data, using your own wording instead of SDL's default templates.

What this means for you:

  • You can create a letter (approval notices, custom correspondence, etc.) that pulls in fields directly from the Application record.
  • Once you've added an RTF letter to one Permit Application type, it becomes available to use across other Permit Applications as well — you don't need to recreate it for each one.

How to create one:
The actual process for building and uploading an RTF letter — writing the document in Word, inserting field tags, saving as .RTF, and uploading it through Manage Reports — is covered in SDL Desktop - Reports - User Defined Reports. Follow that guide's steps, using the Construction Application as your form.