Steps for creating letters/notices using CU·Documents

Menu 10.7.80

Complete the following steps in the order listed to create letters/notices using CU·Documents.

1. Create the letter/notice definition.
2. Define Codes.
   1. Create a letter type code to restrict letters/notices from being sent.
   2. Assign the letter type code to letters/notices in the letter/notice definition and enter codes in the Client Control Record to restrict sending certain types of letters/notices.
   3. Configure dollar amount codes.
   4. Configure print formats for @W codes.
3. Add content and create letter groups.
   1. Add content to a letter definition.
   2. Configure multi-page letters/notices and letter/notice sets.
   3. Configure a new letter/notice series.
4. Generate samples.
   1. Request or generate sample trust letters/notices.
   2. Request or generate samples of pre-collect letters/notices.
   3. Regenerate the last requested sample letter/notice.
   4. Print sample letter/notice text.
   5. Print sample templates.