How to Create or Edit Existing Letter Templates
Related Articles
Auto Alert in Form Templates
A New Feature of Auto Alert for Form Templates is Implemented in Perm Assist. Business Requirement Some users(Surveyors) wish to receive alerts after some specific number of days after the letter is sent to the customer. PermAssist assumes the ...
Ability to Endorse Documents from Templates
PermAssist now allows to Endorse Documents from Templates similar to adding Checklist and Conditions The template needs to be added under System Admin > Endorsed Document Template
Create Template to display Multi Level Checklist Items
Hello Fellas, Today we are going to see how we can create a template that will show multilevel checklist items. Problem or the Situation For an Example - client wants to display below Information which was added to Multilevel Checklist in a ...
Auto-Populate Booking Notes based on Inspection Option
We have enhanced the function of Inspection Option by enabling the ability to automatically populate predefined information into Booking Note in Inspect section How does it work? 1. Go to Inspection 2. Click on New (to create new inspection) ...
Inspections Booking on PermAssist
Step 01 Add Inspection Types to all PA applications using the System Admin --> Inspection Type option. Select the System Admin from Menu and Select Inspection Types from Submenu. Under the Template tab, add the necessary inspection types. Click on ...