The Print Menu looks the same in every module. When the user clicks the print menu button, the system knows which module they are in. It only shows forms and letters that match the module or the tab the user is viewing in the record.
Example: A user is in the permit system and has the inspection tab open within a permit record. When the print menu button is clicked, only the forms and letters related to permitting inspections are shown in the list.
Instructions
Sign in to your site
Navigate to the applicable module and select List:
Search for and select a record from the list:
Click Print Menu:
Select a Form/Letter To Print from the , which pulls from the current module record:
Choose the Print Output Format:
Display PDF in Browser: This option will open the PDF in a browser window. It also tries to override the settings of the local computer. Community Development cannot control how the local computer displays PDF documents in a browser or forces the PDF to be downloaded and opened.
Download/Save PDF File: Select to download a copy of the PDF to your computer.
Select an Addressee/Receiver from the dropdown menu:
Note:
This option lets you address the form or letter to a specific audience. It only works on forms or letters that include the addressee information. If the form does not include this information, the option will be ignored. The drop-down lists the applicant, owner, contractor, and occupant. It also includes anyone listed in the contacts tab for the record or anyone who has paid an invoice linked to the record.Click Print Letter:
