In your first year using Civic Review, we recommend sending paper letters. The purpose of these letters is to inform applicants of the change you have undertaken for the renewal process. It will tell them that you have started using new software and will give them instructions on how to renew their license through Civic Review.
We will create this letter for you. Your job is to print the letters and send them out! This article will give you instructions on how to do that.
Step 1: Clean up your permits
The first thing you need to do is go through all of the applications (if you haven't already) and make sure things are up to date. If you haven't done that or you aren't sure how, read this article: Preparing for Renewals
Step 2: Set up All Permits Filters
The next step is to set up your filters in the All Permits section of Civic Review. Your goal is to have a list of all licenses that are either going to expire soon, or have already expired.
To do this, set up the following filters:
Once you have your filters set up, you should have the list we are looking for.
Step 3: Print the Letters
Now that we have the list we need, we can print our renewal letters. On the left side of the page, you should see a blue button called "Certificates." Go ahead and click on this button.
It will likely open a new browser tab, and you should see a big list of renewal letters that are autofilled with the appropriate information for each applicant. You can print these letters, put them in envelopes, and mail them.
You'll want to mail them a few days before renewals are supposed to start. Once you feel like you've given people enough time to receive these letters, you can turn on the "automatic renewals" button in the license settings.
There you go! You did it!