Producing Letters

Navigator Address

Common > Correspondence > Produce Letters

Some Helpful Definitions

• Letter Production

• Output Medium

• HTML
• Printer/Printer Pool
• Report Job/Defining

System Entry Steps

Notes:

• The Produce Letter Extract job does not process letters that have a status of Cancelled.
• If the Cheque in Correspondence field in System Variables is set to Y, and a Cheque Letter is processed, then the Sent Date on the related Cheque is automatically updated as part of the job.
• Produce Letters allows the process to decrypt password protected PDF letters to allows them to print.

Producing a letter by Template

1. Select the Letter Template option radio button.
2. Select either a printer or a printer pool from the drop down list.
3. Select the required template from the tree view.
4. Select Next.
5. If the template that user selected was under the Life or MasterTrust folder:
   1. The next screen is the Select a Location screen. Select a particular outlet Location (Servicing or Initial Agent location) or <All> locations.
   2. Select Next.
   3. Select Finished and all outstanding letters that match the selected template and location are produced.

6. If the template that user selected is under the Common folder:
   1. The next screen asks if user wants to produce the letter for One Client or for All Accounts and Clients.
   2. If user chooses One Client
      • The next screen is the Client Search screen for user to search for the client using the standard search methods.
      • Select Next.
      • Select Finished and all outstanding letters that match the selected template are produced for the selected client.

3. If user chooses All Accounts and Clients, he is asked to confirm his actions and if he continues
   • The next screen is the Select Location screen. Select a particular outlet Location (Servicing or Initial Agent location) or <All> locations.
   • Select Next.
   • Select Finished and all outstanding letters that match the selected template and location are produced.

7. If the template that user selected is under the Wealth Management folder:
   1. The next screen asks if user wants to produce the letter for One Account or for All Accounts and Clients.
   2. If user chooses One Account
      • The next screen is the Account Search screen for user, to search for the client using the standard search methods.
      • Select Next.
      • Select Finished and all outstanding letters that match the selected template are produced for the selected client.

3. If user chooses All Accounts and Clients
   • The next screen is the Select Location screen. Select a particular outlet Location (Servicing or Initial Agent location) or <All> locations.
   • Select Next.
   • Select Finished and all outstanding letters that match the selected template and location are produced.

Producing a letter by Letter Pack

1. Select the Letter Pack option radio button.
2. Select either a printer or a printer pool from the drop down list.
3. Select the required Letter Pack from the available list.
4. Select Next.
5. The next screen asks if user wants to produce the letter for One Account or All Accounts and Clients.
6. If user chooses One Account

• The next screen is the Account Search screen for user to search for the client using the standard search methods.

• Select Next.

• Select Finished and all outstanding letters that match the selected letter pack are produced for the selected client.

7. If user chooses All Accounts and Clients, he is asked to confirm his actions and if he continues

• The next screen is the Select Location screen. Select a particular outlet Location (Servicing or Initial Agent location) or <All> locations.

• Select Next.
• Select Finished and all outstanding letters that match the selected letter pack and location are produced for the selected client.

Producing All Letters

1. Select the All Letters option radio button.
2. Select either a printer or a printer pool from the drop down list.
3. Select Next.
4. Select to Run the Job for One Account, One Client or All Accounts and Clients.
5. If user chooses One Account

• The next screen is the Account Search screen for user to search for the account using the standard search methods.

• Select Next.

• Select Finished and all outstanding letters for the selected account are produced.

6. If user chooses One Client

• The next screen is the Client Search screen for user to search for the client using the standard search methods.

• Select Next.

• Select Finished and all outstanding letters for the selected client are produced.

7. If user chooses All Accounts and Clients he is asked to confirm his actions and if he continues

• The next screen is the Select Location screen. Select a particular outlet Location (Servicing or Initial Agent location) or <All> locations.

• Select Next.

• Select Finished and all outstanding letters that match the selected template and location are produced.

Overnight Run

For an overnight print run, set up the scheduling details within the Report Definition Maintenance – this allows user to delay the printing process until the date/time he wants it to run, and to schedule regular runs.