You will need to send communications to the constituent upon certain events - such as when a new instruction has been set up, or when you have changed the amount being claimed.
To create these documents go to Settings, select Acknowledgements and Documents, and create the ones you will need - you may need a print and email version of each.
You can send a new document from within the RPI itself, to do this
- Open the RPI
- From the manage menu on the RPI form choose Send Document
- Choose the letter or email you want to send - you will then see the letter or email with any merge fields completed - the merge fields you can use are listed in this article
- make any changes to the document and either print or send.
- The document sent will be saved in an activity which will appear on the constituent’s timeline and RPI history