Creating or changing cancellation letters/notices

Use this option to change the cancellation letter/notice format using The Collector System editor or the word processor on your workstation.

To create or change a cancellation letter/notice:

  1. From the Master menu, navigate to ClosedManagement Strategy > Correspondence > Cancellation Format (menu 10.7.83).

  2. In the Cancellation Format window, select Update Format, and press Enter or click Ok.
  3. In the Enter Format Code window, type a new format code, and press Enter or click Ok.

    For example, a format can be a single letter/notice, a number, a word, or a group of letters/notices and you can use spaces. Do not use an "X" as a format name. If an "X" is entered in the Client Control Record, the client is excluded from receiving an acknowledgment.

  4. At the Current Word Processor Selected is path Do you wish to Use a DOS/Windows Based Word Processor? (Y, CR=N, C, R) prompt, do one of the following:

  5. At the Make Sure You have Saved the document and Exited the Word Processor! Enter 'F' to file, 'Q' to Exit, 'D' to Delete, or 'E' to Edit prompt, do one of the following, and press Enter.
    • To save your changes, type F.

      The Collector System saves your changes.

    • To quit without saving changes, type Q.
    • To edit the letter/notice, type E.
    • To delete the letter/notice, type D.
      1. At the OK to Delete? prompt, to delete the letter/notice, type Y; otherwise, press Enter or type N.
      2. At the Delete format name prompt, to delete the letter/notice click Yes; otherwise, click No.