The Equus Platform system has the functionality to store and create a variety of documents that have the capability of merging data from the system into specific fields within the document. The result is a fully completed document that requires little to no manual manipulation; the assignment letter is one of these documents.
To create a new assignment letter,
click the ‘Note/Communications’ envelope icon found within the Assignment screen, then
click the ‘New Communication’ button within the pop-up.
A new screen will appear which allows you to enter and review the communication details.
Select ‘Email’ as the Type and
‘Pre-Configured Company – Letter of Assignment’ as the Email Template. Choosing these selections will cause the rest of the communication to automatically pre-populate with your company-specific details.
If they aren’t automatically populated, be sure to enter a recipient email address in the To line as well as verbiage in the Subject line. In order to review the auto populated assignment letter,
click the Preview Document(s) attachment (‘Letter of Understanding’ in this example) found at the bottom of the email.
When you have completed the details of the email and assignment letter review,
click the ‘Save & Send’ button to issue the communication.
The recipient of the communication will receive an e-mail with the letter attached. The communication will also be documented in the Notes/Communications section found in the assignment’s Overview menu.