Using the Action Item List (AB)

Using the Action Item List (AB)

To access the Action Item List, navigate to the Issues Screen and create an Issue. 

The Action Item List is dynamic based on the specific actions to be carried out for the specific issue. There are a number of possible of action items:
  1. Letter Inquiry
  2. Description Letter
  3. Trust Letter
  4. Checklist
  5. Reporting Letter
  6. Adjust/Payout
  7. Similar Name (only if there are outstanding Writs of Enforcement)
Upon activation of specific Action items, such as the Description or Trust Letter, the Description from the Issue's heading will be displayed within the activated item. This can be used in conjunction with other standard wording that can be used in the applicable documents, such as a the Description or Trust Letter, Reporting Letter, etc. To access any default wording that you may have previously saved, or that Realti has provided for you. click the list icon button to the right of the text box. This will open a popup with a list of LDD provided clauses as well as your favorite clauses. 

To save any text you have added to your favourites, begin by making your changes and then right-click in the text area. This will provide you with a menu. Within the menu, there will be a number of different options to save the new text:

Save the current text as default: Any time you select this Issue, and activate the Action item, this will be the default text that appears.
Save changes of current text in clause list: This will update the current selections information in the clause list and replace the previous wording.
Retrieve Default: Brings in the default clause.
Save current text as new clause in clause list: Adds the changed clause as a new clause to the clause list.
Remove this clause from the list: Deletes the clause

Should there be a corresponding document for the action available, a blue Create Document link will be near the bottom of the activated Action Item. The blue link will state the document that will be generated for viewing. For example, clicking the Create Document - Trust Letter will merge the Trust Letter document.

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