Templates & Customisation
Resident has a very handy feature which allows you to create a custom header and footer. These can be assigned to documents you send. This header and footer...
Wed, 29 Jul, 2020 at 5:05 PM
This article will explain how to create a checklist template which can then be used in different parts of Resident. If you would like to know what Checkl...
Fri, 5 Apr, 2019 at 11:07 AM
Creating And Editing Message Templates Message templates allow us to customise the emails we send out to clients. For example, if we are sending an i...
Mon, 21 Jan, 2019 at 4:13 PM
This article will explain how to set up a bespoke version of the service charge demands for Freehold units. This feature is optional, if you decide not t...
Fri, 19 Feb, 2021 at 4:12 PM
There are three invoice template types within Resident. They are as follows: Service Charge Ground Rent General These are used to ensure that ea...
Mon, 29 Oct, 2018 at 4:31 PM
Configuration Templates The configuration template is the section which holds the information on which document/message templates, arrears workflows and...
Tue, 8 Dec, 2020 at 7:28 PM
Creating your Arrears Workflow Before you begin: Please ensure you have created all necessary message templates and document templates for this process....
Wed, 8 Feb, 2023 at 2:36 PM