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How do I amend a quick button on the Letters tab?

Zenya Allen
Zenya Allen
  • Updated

The steps below outline how to amend a quick button.

This article includes: 

Quick letter button set up

The quick letter button retrieves a letter, or series of letters, then merges the corresponding information to the template, which can be edited before sending by email, print or via DocuSign (if activated) to the selected recipients.

The quick letter buttons are set up and edited in User Defaults, which can only be accessed by those who have the correct permissions.

  1. Click Defaults on the main toolbar
  2. Click User Defaults from the dropdown menu
  3. Click the Path + WP Options tab
  4. Automated Letter Printing will display the corresponding Information pages for each
    • Landlord
    • Property
    • Tenancy
    • Tenant
    • Contractor
    • Guarantor
  5. Click on the corresponding button in which you want to make changes, in this example, Tenancy

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Change the order that a tab or button shows on the Information screen

  1. Follow steps 1 - 5 in Quick letter button set up
  2. Click on the tab or button you want to move. It will highlight in blue
  3. Click the black up and down arrows on the icon toolbar to position the tab or button in another position

Remove tabs or buttons

  1. Follow steps 1 - 5 in Quick letter button set up
  2. Click on the tab or button you want to remove. It will highlight in blue
  3. Click the red cross icon (this action is non reversible)

Rename a tab or button

  1. Follow steps 1 - 5 in Quick letter button set up
  2. Click on the tab or button name you want to edit. It will highlight in blue
    1. Alternatively, click on the AB with arrows icon
    2. Right click and select Rename
  3. The name of the tab or button will appear in a separate field and can be renamed
  4. Click Enter, to confirm the changes to the name of your tab

Amend rules which a letter is set up on a tab or button

  1. Follow steps 1 - 5 in Quick letter button set up
  2. Click on the tab and button associated with the letter. They will highlight in blue
  3. The Events for Button grid will display with the letter details. Click each section of the Event to update as required
  4. Click X to save and close
  5. Click Close to save and close

Delete letters associated to buttons

  1. Follow steps 1 - 5 in Quick letter button set up
  2. Click on the line you want to delete
  3. Click on the arrow that appears next to the line to highlight it
  4. Press Delete on your keyboard
  5. Click X to save and close
  6. Click Close to save and close

For more information on How do I add a letter template to a quick letter button, click here