Correspondence

Navigate: ClosedDistribution > Correspondence

Description

Use this task to search for and select the distribution agency, then generate agency letters.

Steps for Agency Letters

  1. Search for and select one or more agencies on the Select Agencies screen.

  2. Select from the results to advance to the Generate Agency Letters screen from which you can select the particular type of correspondence and various other details and submit the correspondence to batch processes.

Steps for Agency Distribution History

  • Search for the correspondence on the Agency Distribution History Correspondence screen. Select from the results to transform the screen to define additional parameters and generate the selected results to a .csv spreadsheet.