Letters: Creating and Printing
Step 1 To access the Print Letters function from the home screen you may either click on the Process tile or select the "hamburger" menu icon (three horizontal bars) in the command bar and then select Processes.
Step 2 From the menu on the left, select the Contact Manager and then the Letters tab.
Step 3 Complete the letters form, fill in the Campuses, Type, Letter Template and Proposed Changes to the Record-Yes/No. Click Next.
The Letters tab showing the first section, Selection Criteria.
Step 4 The results form will open at the bottom of the screen. Select the Task Template(s) you want to send and Click the Queue Letters link at the bottom of the screen.
The Letters tab showing the second section, Results.
A pop-up box will appear. Click "Queue" to complete the step.
Step 5 If you need to review what have been previously sent, the History tab will allow you to see the batches of letters that have previously been printed.
The History tab showing a list of previously run batches.