Sovos Docs

Download due diligence letters

Follow these steps to view and download your due diligence letters.

  1. Go to Due Diligence > Letter History.
  2. Use the quick filters to narrow down the results and find letters.
    Report year
    The year the properties were due.
    State
    The state where the due diligence letter was sent.
    The Report year and State filters are highlighted.
    Tip:

    To sort the letters by ascending or descending order in a column, click the column header.

  3. Click the More options icon in the Action column and select Download.
    The More options icon and the Download button are highlighted.
    Note:
    If you selected multiple states at the State and Year step of the due diligence letter process, the following files for those states are included in the zip file:
    • Letters in .pdf format.

    • A list of properties due diligence letters were created for in .xlsx and .csv format.