Form Letters –  Email or Print with Activity & Suspense

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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)

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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