Generate and Download Delinquency Notices
Generate & download delinquency notices
1. Navigate to the "Delinquency" section of the app

2. To first view your delinquency rules with notices, navigate to "Settings", and click "Delinquency"

3. For a given delinquency policy, click "View/edit rules"

4. You'll see any notices that you've linked to your delinquency phases in the "Notice" column.

5. These documents will be in a templatized format so that the system can generate an accurate document for all customers. To view the template, click on the notice here and it will download a word file.

6. To get more detail, on this phase you can open up the the rule by clicking the pencil icon.

7. You can also see all the notices you've uploaded by clicking "Notices". This is also where you may upload a new notice.

8. Here we see only the single door hanger. To return to the previous page, click "Policies"

9. Now return to the main Delinquency view, and navigate to the phase that involves notices.

10. Click this checkbox to select all accounts in this phase.

11. Click "Download Notices"

12. A pop-up window will display all the variables we have in the template. Fields that the system recognizes will be pre-populated in gray.
User input fields will show up as blank. In this case, the "due date" is up to the user to define. This is because we may change the due date every month depending on our schedules. You may type this in however you like, and the document will insert it verbatim.

13. Click "Submit" and your notices will download automatically.
