Generating sample trust letters/notices for normal addresses

Menu 10.7.80

Use this option to generate samples for trust letters/notices for an account.

To generate sample trust letters/notices using normal addresses:

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

   

2. In the Letters/Notices Setup window, select Generate Samples, and press Enter or click Ok.
3. In the Request/Generate Sample Letters window, select Trust Letters, and press Enter or click Ok.
4. In the Enter Account Number window, do one of the following, and press Enter or click Ok.
   • To send one trust letter/notice, type the account number.
   • To send multiple trust letters/notices, type X followed by the account number. For example, type X2967.
5. If a notice is currently in effect for the account, in the Request Or Cancel Letters To Individual Accounts screen, at the Notice Series X in effect. Cancel? prompt, do one of the following; otherwise, go to Step 6.
   • To cancel the notice series, click Yes.
   • To not cancel the notice series, click No.
6. In the Letter/Document/Letter Set (AA,IA,?a) window, do one of the following, and press Enter or click Ok.
   • If you know the letter/notice, type it.
     • In the Number of Copies window, type the number of copies to send, and press Enter or click Ok.
   • To see a list of letters/notices, documents, or letter sets, type ?.
     1. In the Valid Letter by Category window, select a letter/notice, and press Enter or click Ok. The letter/notice is requested.
     2. In the Number of Copies window, type the number of copies to send, and press Enter or click Ok.
7. In the Enter Account Number window, do one of the following, and press Enter or click Ok.
   • If you are requesting one trust letter/notice, click Cancel.
   • If you are requesting multiple trust letters/notices, repeat Step 4.
8. In the Enter Time to Print Letters window, do one of the following, and press Enter or click Ok.
   • To print the letters/notices now, type NOW.
   • To print the letters/notices at a specific time, type the time in 24-hour format. For example, type 22:30 to print at 10:30 p.m.

9. At the Letters will start printing time. Print all forms in unattended mode? prompt, do one of the following:

   Print all forms in unattended mode

   1. Click Yes.

   2. At the Send all forms to hold files? prompt, to send all forms to hold files, click Yes; otherwise, click No.

      You can click Cancel to go back to the previous screen.

   3. In the Enter Date to Print on Letters window, type the date to print on the letter/notice, and press Enter or click Ok.
   4. At the Date: X will appear exactly as shown, unless agency date formatting occurs. Continue? prompt, to continue click Yes; otherwise, to go back to the previous window, click No.
   Not print all forms in unattended mode

   1. Click No.
   2. In the Select Printer to Use window, select a printer, and press Enter or click Ok.
   3. In the Enter Date to Print on Letters window, type the date to print on the letter/notice, and press Enter or click Ok.
   4. In the Date: X will appear exactly as shown, unless agency date formatting occurs. Continue? prompt, click Yes to continue; otherwise, to go back to the previous window, click No.
   5. At the OK to print? prompt, to print click OK.

   The correspondence prints.