1.10 - Letters, Printing and Screen Printing

Letters

Once you have entered a file there are two sheets to print, FILEINFO and FLOWCHART.
The fileinfo sheet will show most of the contract and client details. The more information entered into SettsPlus the more information will be generated in this sheet. The basic letters for Setts+ for either buyer or seller can be found in the FLOWCHART document.

There are variables within the letters that may suit your business more than others for example, conditional Letters for Buyers can be either ACTP1 or STATP1 and for Sellers either ACTV1 or STATV1.
The ACT letters have only the initial letter and an Authority to Act.
The STATP & STATV letters also have the initial letters and Authority and by holding an estimate of funds in Trust you can also generate a Preliminary Statement. Also the STATP & STATV can also used for unconditional letters, simply tick the additional items to include other docs like the Transfer of Land. ACTP2 and ACTV2 are the Appointment to Act forms.

The RCD-SMOKE Letter can be sent with either the Conditional or Unconditional documents.

You can Amend and personalise the Letters to suit your particular needs, this is covered in Topic 6.2 and Topic 6.3

Letter Codes ending with: “1” Are usually Letters and “2” Are usually Forms.

Generate Letters

Go to “Home”, then “Letters”, this is the full Letter library. You can view all Letters, then select and “Print.”

Searching initially can be difficult, there are some shortcut words in the “Search For”, then “Find” areas that can assist, for example, DOLA will bring up all the Dola Forms, Strata or 43 will bring up all Strata Letters and Forms, BANK all Letters to Banks and then END will bring up all Letters to generate as soon as the property settles.

Highlight the Letter you require and select “Generate Letter”, amend if necessary and “Print”.

Printing

Printing is via the “Add-Ins” Toolbar in word. There are four options,
Close All Documents – all documents you have open will close at once – nothing is saved.
Close This Document – only the document on your screen will close, others remain open.
PDF All Documents – will save as PDF, but not print.
Print All documents will print documents and save them as a PDF in “Notepad”. From Notepad they can be opened, re-printed or emailed.

You can also email PDF’d documents from Notepad directly to a Client, i.e., the last Statement generated. From Notepad, open the PDF and then the email option is at the top of the screen.

Please Note: Letters will not be saved in Notepad as a PDF if you use the Print, File option on top left of your screen instead of printing via the “Add-In” screen.

Your letterhead can be added to SettsPlus so that for example if you print and PDF a statement or a tax invoice, it can be then found in notepad saved as a PDF with the letterhead overlayed, then from Notepad either re-printe or email directly to a client as a presentable document

There is a separate Video for Creating and Amending Letters in the Licensee/Managers Topic 6.2 and Topic 6.3

Screen Printing

There are occasionally screens or functions that you rarely use, so you are able to complete a screen print of a screen, then download it into a Word document. You may also wish to add some text as explanation to assist you in the future.

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