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.
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Information
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Use
- Add Button
Information
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.
Guests with access to the Guest Portal can view any Interactive Form Letter sent to them, complete and sign the form and return to the Property via the Guest Portal.
The 
'Correspondence' tab on the Guest Profile or Reservation will show 'Incomplete' until the form has been completed and signed by the Guest.
Incomplete forms or contracts can also be resent to the Guest Portal from the 
'Correspondence' tab.
Users will require Security Profile access to use this feature.
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Use
- Add Button
Use
- Go to the Toolbar Menu Reservation Search in RMS.
- Enter the Guest Name or Reservation Number and press 'Enter'.
- Navigate to the
'Correspondence' tab. - Select the
'Send Out' icon. - Select an Interactive Form Letter and choose
'Open'. - Select the
'Send to Guest Portal' icon.
The Interactive Form Letter will display as 'Pending' in the 
'Correspondence' tab until completed in the Guest Portal.
Once completed in the Guest Portal a message will be received in the Message Centre and the completed form can be 
'Approved' by opening it from the 
'Correspondence' tab.
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Guide
- Add Button
Guide
Go to the Toolbar Menu Reservation Search in RMS.
Enter the Guest Name or Reservation Number and press 'Enter'.
Navigate to the 'Correspondence' tab.
Select the 
'Send Out' icon.
Select an Interactive Form Letter and choose 
'Open'.
Select the 
'Send to Guest Portal' icon.
The Interactive Form Letter will display in the 'Correspondence' tab as 'Pending' until is completed in the Guest Portal.
The Guest will see a document pending completion when viewing their reservation in the Guest Portal.
The Guest can complete the form, including signatures if included and return to the Property within the Guest Portal.
A message will be sent to the Property in the Message Centre indicating the form has been returned and is pending approval.
Returned forms and contracts can be approved by opening them from the 'Correspondence' tab and selecting the 
'Approve' icon or using the 
'Resend' icon to prompt further information.
Use
- Go to the Toolbar Menu Reservation Search in RMS.
- Enter the Guest Name or Reservation Number and press 'Enter'.
- Navigate to the 'Correspondence' tab.
- Select the 'Send Out' icon.
- Select an Interactive Form Letter and choose 'Open'.
- Select the 'Send to Guest Portal' icon.
The Interactive Form Letter will display as 'Pending' in the 'Correspondence' tab until completed in the Guest Portal.
Once completed in the Guest Portal a message will be received in the Message Centre and the completed form can be 'Approved' by opening it from the 'Correspondence' tab.
-
Guide
- Add Button
Guide
Go to the Toolbar Menu Reservation Search in RMS.
Enter the Guest Name or Reservation Number and press 'Enter'.
Navigate to the 'Correspondence' tab.
Select the 'Send Out' icon.
Select an Interactive Form Letter and choose 'Open'.
Select the 'Send to Guest Portal' icon.
The Interactive Form Letter will display in the 'Correspondence' tab as 'Pending' until is completed in the Guest Portal.
The Guest will see a document pending completion when viewing their reservation in the Guest Portal.
The Guest can complete the form, including signatures if included and return to the Property within the Guest Portal.
A message will be sent to the Property in the Message Centre indicating the form has been returned and is pending approval.
Returned forms and contracts can be approved by opening them from the 'Correspondence' tab and selecting the 'Approve' icon or using the 'Resend' icon to prompt further information.