SnapHOA Architectural – Setting up Letters & Statuses

Please take some time to watch our SnapHOA Architectural – Setting up Letters & Statuses training video starring Timothy Ma

Creating a Letter

1. Navigate to Architectural – Settings – Letters
2. Click on “+Create Custom Letter”
3. Fill in Template title, description, body, mail type, and email override function
4. Click “Submit”

Creating a Status

1. Navigate to Architectural – Settings – Status
2. Click on “+New Status”
3. Fill in Name, description, date field, decision prompt, associated decision, auto close, notification template

Notes

• Date field should only be selected if you want the new status to document a date in the tracking field for the below fields: