User Tools
client_letter_admin
Differences
This shows you the differences between two versions of the page.
| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| client_letter_admin [2018/12/05 19:54] – lisa.maloney | client_letter_admin [2025/03/21 17:59] (current) – tina.robles | ||
|---|---|---|---|
| Line 1: | Line 1: | ||
| __**Client Letter Admin**__ | __**Client Letter Admin**__ | ||
| - | {{:pasted:20181205-195024.png}} | + | {{:pasted:20240827-133917.png}} |
| GoSimple comes with several standard letters you can use throughout the industry to let your partners know what the actual agreement details are. This allows you to send out a standard legal document versus each sales person doing it their own way. | GoSimple comes with several standard letters you can use throughout the industry to let your partners know what the actual agreement details are. This allows you to send out a standard legal document versus each sales person doing it their own way. | ||
| + | |||
| + | There is a toggle in the letter admin screen where you can filter on active letters only. | ||
| + | |||
| + | The default is Show Active Letters | ||
| + | |||
| + | {{: | ||
| Each letter allows you to edit it so it has your verbiage and legalese on it. There is also an option to create new letters to assign to specific templates. | Each letter allows you to edit it so it has your verbiage and legalese on it. There is also an option to create new letters to assign to specific templates. | ||
| There are 5 types of letters: | There are 5 types of letters: | ||
| - | 1. Contractee Letter: | + | |
| - | 2. Distributor Billback Letter: | + | {{:pasted:20240827-133958.png}} |
| - | 3. Reject Letter: | + | |
| - | 4. Deduction Letter: | + | |
| - | 5. Repay Letter: | + | |
| | | ||
| To edit an existing letter, select a letter to edit. Then click the Edit button. | To edit an existing letter, select a letter to edit. Then click the Edit button. | ||
| Line 47: | Line 50: | ||
| Click Save after making changes. | Click Save after making changes. | ||
| {{: | {{: | ||
| + | |||
| + | ----- | ||
| + | **Pictures can be added to Contract Letters** | ||
| + | |||
| + | The ability to add pictures to the letters was added back in so you can add your exclusion lists to the contract | ||
| + | letters. | ||
| + | |||
| + | There are limitations on the size of the pictures so try it, then run a letter to check to make sure the picture fits | ||
| + | within the letter parameters. | ||
| + | |||
| + | ----- | ||
| + | **Option in letters to add backouts and exclusions** | ||
| + | |||
| + | You must have admin access to update the letter templates within your role to access this feature. This feature is ONLY available on the Distributor contract letter. | ||
| + | |||
| + | There is a new section for contract letters to include the backouts and exclusions. | ||
| + | * This setting will be defaulted to no, so to use this setting simply choose the letter you want to update and unhide this section of the letter so this information will be available. | ||
| + | |||
| + | Go to the distributor contract letter you want to update, scroll down to the Autopay Backup and Autopay Exclusions section of the letter. | ||
| + | |||
| + | {{: | ||
| + | |||
| + | |||
| + | |||
client_letter_admin.1544039658.txt.gz · Last modified: 2018/12/05 19:54 by lisa.maloney
Page Tools
