1. Letter Templates

How to access Letter Templates( Edit/View):

Figure 1a:

 

Figure 1b:

 

Figure 1c:

 

Figure 1a
  • On the Top Menu Bar, click .
    • Scroll down and click Letters
    • Loading Default Letter pop-up box will appear:
      • Select Yes or No 

 

 

 

 

 

 

 

 

 

Figure 1b:

  • Letter Loaded in Both English and Spanish (Yes was selected 1a)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Figure 1c:

  • How to edit/view Letter Template
    • Double click desired Letter (Account Past Due was selected)
      • A pop-up will appear in word format
        • You are now able to changes to your template, when Done, click .
      • A pop-up will appear, you rename the Letter if desired, click OK when Done.