Portal Login Letters
Portal login letters contain each Debtor’s unique first-time login information:
- Strataboss ID
- Temporary Password
Settings
Settings > Document Settings > Portal Login Letters Settings
Portal Login Letter Message – A simple standard message about the Portal is provided as a default in the ‘Portal Login Letters Message’ Settings. You may overwrite the default with your own message. This message will appear in all Portal Login Letters.
Homepage
To email a batch, click ‘Email’.
The ‘Email’ button in the ‘Batch Generate AR Invoices’ homepage can only be used once. After clicking on the batch ‘Email’ button, the button will become inactive.
Post – To export the PDF based on the Correspondence Method set for each debtor, use the ‘Post’ function.
Batch – To export the PDF of the entire Batch, click ‘Batch’.
View – View details of the Batch.
Generate New Portal Login Letters Batch
Date – Current date (i.e. today’s date) is the default provided. You may enter another date.
Debtor – ‘All Units’ is the default provided. You may select one or more specific Debtors only, a category of Debtors, or select a range of Debtors.
Preview – After you click ‘Preview’, you will see a summary list of statements that will be generated.
Generate – To generate Account Statements, click ‘Generate’.