This shows you the differences between two versions of the page.
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cover_letter [2016/09/20 18:02] editor created |
cover_letter [2019/01/05 22:10] (current) |
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| ====== Cover Letter ====== | ====== Cover Letter ====== | ||
| - | Cover letters are used to print the name and address of a Consumer. It will enable to PA to utilize this in the envelope for mailing. | + | Cover letters are used to print the name and address of a Consumer. It will enable the PA to utilize this in the envelope for mailing. |
| * There is only 1 active cover letter template at a time, therefore if a new one is created the old one must be disabled | * There is only 1 active cover letter template at a time, therefore if a new one is created the old one must be disabled | ||
| - | * Cover letters should be stored as manual and consumer templates | + | * Cover letters are automatically stored as manual and consumer templates |
| * They are excluded from the list of selectable templates in the letter dialog | * They are excluded from the list of selectable templates in the letter dialog | ||
| * It will merge at the end of letter it has been attached to | * It will merge at the end of letter it has been attached to | ||
| * When the letter recipient is a Consumer and "Mail Only", the print button on the letter screen will be enabled and the cover letter will merge | * When the letter recipient is a Consumer and "Mail Only", the print button on the letter screen will be enabled and the cover letter will merge | ||
| - | * When the letter recipient is a Consumer and allows for email, a cover letter will NOT be produced | + | * When the letter recipient is a Consumer and it is sent to their email, a cover letter will NOT be produced |
| * Other recipients do not receive a cover letter and the print button is disabled | * Other recipients do not receive a cover letter and the print button is disabled | ||