The Own Letters feature lets you create and customize your own letters within the system.

2. MaxMoney Setup

This section outlines the necessary resources and steps for setting up and managing your own letters in MaxMoney.

2.1. Required Resources

To use the Own Letters feature, users will need specific permissions:

• For viewing and printing letters:
  • View Letters Menu
  • View Letters - Own Letters
  • Print & Reprint a Letters: Own Letters
• For generating letters in batches:
  • Processing: Client Letter of Balance
  • Processing: Client Letter of Demand per Loan
• For setting up and managing document templates:
  • Manage Letters

2.2. Letter Setup

2.2.1. Video Tutorial

For a visual guide on setting up letters, watch our video tutorial: https://www.youtube.com/watch?v=cHaTX4bxJnc

2.3. Setup Navigation

To access and manage letters:

1. Navigate to Setups.
2. Select Letters.
3. Choose a letter to view or edit it.

2.3.1. Letter Merge Fields

You can insert tokens into your letter templates to automatically pull specific data. These merge fields are grouped for easy access.

2.3.2. eSign Own Letters

For electronic signatures on your Own Letters, use the following tokens:

• Creditor: {^Plain Credit Provider Signature^}
• Debtor: {^Plain Borrower Signature^}

Once the letter is generated, the system will prompt for signatures on the Allps terminal.

3. How to Use the Letters

You can access and use the customized letters in two main areas:

3.1. Client Letters

To find letters related to a specific client:

1. Go to Client Administration.
2. Search for the desired client.
3. Select Letters.

3.2. Loan Letters

To find letters related to a specific loan:

1. Go to Client Administration.
2. Search for the desired client.
3. Select Loans.
4. Select Letters.

4. Troubleshooting

4.1. MAXMONEY Error

If you encounter errors after enabling this module, please double-check the setups for this module to ensure all configurations are correct.