Form Letters –  Email or Print with Activity & Suspense

  1. Find Client and Highlight Policy

  2. Click on Form Letter Shortcut

  3. Select Category and Document  from drop-down

    1. Policy and term should prefill

  4. Highlight Recipient

  5. Click on Edit and Merge Icon

  6. Click on Preview results then make any changes and edit letter

 

For Email: (Outlook must be open)

  1. CTRL + A (Select all)

  2. CTRL + C (Copy)

  3. Close out of the letter. (Do not save)

  4. Close out of form letters

  5. Select Contacts

    1. Select  recipients To and CC’s

  6. Select Email

  7. CTRL + V (paste) in body of email

  8. Correct Subject

  9. Add Attachments

  10. Send

  11. Close out of Contacts and Log (save activity) update description

  12. Suspense as appropriate

  13. Save and Close

Print & Mail

  1. Finish & Merge

    1. Select edit & merge

  2. Print

  3. X out of letter & update description.

  4. Suspend as appropriate.

  5. Save & Close

I'm a paragraph. Click here to add your own text and edit me. I’m a great place for you to tell a story and let your users know a little more about you.