Admin|How to add a new PDF template for letter, modify and preview it

Administrators can configure letter templates, report templates for inspections, and fees & payments templates for By-Law Enforcement in the Templates configuration

The Templates configuration view is accessible from the User Menu's drop-down menu in the Cloudpermit header. Select Templates from the drop-down list.   

  1. Click Add new PDF template for letter under Letter templates.
  2. Enter a name for the letter.
  3. Click Create.
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  4. Click Edit in the Letter template section. Make your changes. Graphical user interface, application

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  5. Scroll down the view to preview your edits by clicking Preview PDF.
  6. Make your changes for the violation and property owner snippets by clicking Edit in the selected section. Cloudpermit saves all changes automatically.
  7. Once done, click Close to return to the Letter template view.Graphical user interface, text, application, email

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  8. Click Preview PDF to view how the template will show in the Letter section of the by-law enforcement case workspace.

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9. The added letter PDF is selectable in the Letters section of the by-law enforcement case workspace. 

The letter PDF will generate as it shows in the preview in step 8. 

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