Information

Guest Portal Actions can be setup on a Form Letter to request a document upload from the Guest using the Guest Portal.

Interactive Form Letters are Form Letters that include interactive elements used to create a form or contract that can be sent, completed, and returned via the Guest Portal.

Form Letters and Interactive Form Letters can include a Guest Portal Action for additional document upload, including travel documentation, passports, visas, vaccination certificates, financial statements, or additional forms of identification.

Form Letters setup with a Guest Portal Action will be available in Guest Portal Triggered Correspondence to automate sending to the Guest Portal, or can be sent manually from a Reservation or In/Out Movements to the Guest Portal.

The following interactive elements can be inserted into a Form Letter:

Element Icon	Element Name	Description
	Form	Sets the boundaries of the interactive form within the Form Letter. Insert the 'Form' element when multiple interactive elements will be grouped together.
	Checkbox	Inserts a checkbox that allows multiple options to be selected.
	Radio Button	Inserts a radio button that can be used for either/or questions.
	Text Field	Inserts a text box for free typing a response.
	Text Entry Area	Inserts a larger text box that can be resized for free typing a longer response.
	Selection Field	Inserts a defined list of available responses that can be single or multi-select.
	Button	Inserts a button with text that can with the action option of Submit, Reset or Button.
	Hidden Field	Inserts a read only field that can be used with a merge field to pre-populate a response on the form.
	Contract Tick Box	Inserts acceptance of Terms & Conditions statements for Owners & Primary Occupants that can be customised.
«cDigitalRegoSignature»	Digital Signature	Inserts a fixed-size signature box to capture digital signature input on the form.

User Guide

In the Side Menu of RMS, go to Setup > Correspondence > Form Letters.

1. Select Add.
    
2. Select a Send As option.
3. Enter a Description.
4. Enter an Email Subject Line.
5. Select a Guest Portal Action.
6. Enter the Letter Contents.
7. Insert Merge Fields (Optional).
   1. %Place the cursor in the letter contents section.
   2. Select a Merge Table.
   3. Select the Merge Field.
   4. Repeat for all required Merge Fields.
8. Insert Interactive Elements (Optional).
   1. Place the cursor in the letter contents section.
   2. Select an Interactive Element.
   3. Select and enter the Element Properties and choose 'Ok'.
9. Select Save/Exit.
   
    
10. Select the Form Letter Access.
11. Select Ok.
    

This Form Letter can now be sent to the Guest Portal using Triggered Correspondence or manually sent to the Guest Portal from a reservation.