Creating or changing letter/notice forms

A form determines the physical attributes of the letter/notice, such as dimensions, margins, and paper type. You can create or change a form. For example, you can set up a letter to print on 8.5-by-11 letterhead or on 3-by-6 card stock, or set the parameters to send the letter/notice electronically.

Your forms always print in form order. The Collector System sorts correspondence by form number and then zip code. The following table shows an example of forms grouped by letter/notice types:

Form Number

Letter/Notice Type

Physical Characteristics

F1

Attorney letter

8.5-by-11 letterhead

F2

First notice

8.5-by-11 white bond

F3

Third notice

Small blue sheet

F4

Default

8.5-by-11 white bond

The following table shows an example of forms grouped by letter/notice type:

Form Number

Letter/Notice Type

Physical Characteristics

1N

First notice

8.5-by-11 white bond

3N

Third notice

Small blue sheet

A1

Attorney letter

8.5-by-11 letterhead

DD

Default

8.5-by-11 white bond

Before you add, change, or delete a form, see Viewing a list of letter/notice forms to view form numbers already in use.

To create or change a letter/notice form:

  1. From the Master menu, navigate to ClosedManagement Strategy > Correspondence > Letters/Notices (menu 10.7.80).

  2. In the Letters/Notices Setup window, select Forms, and press Enter or click Ok.
  3. In the Enter Form Number to Update (?) window, do one of the following:

  4. In the Form name window, select Cancel, and press Enter or click Ok.