Submittals and Custom Letter Forms

Overview

There are several forms built into the system, as well as the ability to create your own Custom Letters.

Letter of Transmittal > Submittals

Send and Print Submittals Video

Send and Print Submittals Steps

1.  In Quote or Sale > Forms > Letter of Transmittal
   
2. Click the "Submittals" box and then "Choose Lines" from the top of the screen. 
   
3. Check the materials from the job that you wish to send in the Submittals and click "Done."  
   
4. You can also use the "Print Labels" option at the top of the screen.

Custom Letter

Create a Form Letter Video - 6 Minutes

Create a Form Letter Steps

1. In Admin > Value Lists > Forms Templates
   
2. Create New > Custom Letter and name it
   
3. Enter the desired message body.  Return to Navigator
   
4. From the Forms tab of Quote or Sale, click Forms > New > Custom Letter and choose your template