SDL Desktop - Construction - Letter Options

SDL Desktop Update 24.3.1 - Construction - Letter Options

The most recent Construction update includes options for Alternate Letters, and options to change most values on the letters.  Permit Notice Letter, Permit Pick Up Letter,  Inspection Letter, and the three levels of the Final Inspections Need letter can now be modified. 

Each letter has its own list of fields that can be modified, but generally include: Title, Greetings, Body, Status, Footer, Closing.  Rather than changing the existing letters, we added this new aspect of customization. The letter are substantially the same, but allowing for more flexibility for the user.

Settings

A new button in the Construction Options menu will give you access to the settings:

Make sure to check off Use Alternate Letters

The first drop down is the list of Letters you can Modify.

The second dropdown will be the unique list of items you can modify per Letter type

The set defaults button will reset all the values back to the basic Desktop settings.  The sample button will allow you to review the letter selected, so you can see how the changes will be reflected.

The values for each section can be modified to use information from the permit that will print out.  Select the Keywords option to see available values.

For example, if you include [!NoticeLetterSentDate] in the text value, when you preview the report the [!NoticeLetterSentDate] will be replaced with the Notice Letter sent Date on the permit you are printing from.  We are able to add to this list if additional values are requested.

Example

Escrow/COAH

A special Escrow section has also been added for the Permit Pick up letter.  The special tags [!ESCROW] and [!COAH] will read the values from the permit, allowing you to notify the agent of the need for a separate check.

Permit DGC Options

 Also note, we have added the ability to mass print these letters from the Permits datagrid: