Use the Administration tab on the Family Partners screen to set for a particular family partner their preferred language for use with Keystone's letter templates, their documents folder name, and their sweat equity hours goal.
Keystone provides multi-language support for mortgage delinquency letters and escrow adjustment notifications that have been translated into different languages. For example, if you have a homeowner whose primary language is Spanish and who has a difficult time reading documents in English, you can create equivalent documents in Spanish and set this field to indicate the language of the templates to be used for this family.
However, before you can designate a language for templates besides English, you must define the languages on the Family Partners tab in Affiliate Setup and the corresponding templates you want to use. You can define delinquency letters on the Mortgages tab in Affiliate Setup and escrow adjustment letters on the Documents/Templates tab in Affiliate Setup.
Once you have defined the languages and their corresponding templates, use the Templates' Language field here on the Administration tab to select the family's preferred language.
The Document Management Folder field tells you the name of the folder in which documents related to this family partner are or will be stored.
If the background of this field is blue, it means the folder exists and has the name shown in the field. If the background of the field is yellow, it means the folder does not exist yet.
If you wish to open the document folder (background of field must be blue) for this record in Windows, click the button.
If you wish to create a document folder for this record (background of field is yellow) using the default name shown in the field, click the button.
If you changed a family partner's name in their record, you will need to update the name of their document folder. Simply click the button and Keystone will automatically correct the folder name.
Do not change the names of the folders using Windows. Only modify them within Keystone.
For additional information, see the Managing Documents and Pictures in Keystone or the About Document and Picture Files and Folders sections.
The Sweat Equity Hours Goal pane tracks the goal, expressed in hours, of how a family's sweat equity should be achieved. Keystone automatically calculates the percentages of how much each group involved in the process should work and displays them next to these fields.
When a new family partner is added to Keystone, this pane is automatically filled in with the sweat equity goal information entered on the Hours/Sweat Equity Activities tab in Affiliate Setup. However, the goal numbers can be customized for each family partner.
If the hours contributed by others exceeds this goal, the By Others value in the Hours pane of the (S/A/F)/Demographics/Family Partnership tab is displayed in red with a gray background.
For more information, see the Scheduling and Recording Family Partner Sweat Equity section.