Viewing a list of letter/notice forms

Menu 10.7.80

To add, change, or delete a letter/notice form, you must obtain the form number from a list. The list of forms displays the form number and a description of the form.

To view a list of letter/notice forms:

1. From the Master menu, navigate to Management 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, type ?, and press Enter or click Ok.
4. In the Forms Help Functions window, select List Current Valid Forms, and press Enter or click Ok.

5. In The Valid Form Numbers Are screen, write down the form name or number from the Form # column, and press Enter.