Letter Management Setup and Administration

 

This section provides information on setting up and maintaining the Letter Management system.

 

Initial Setup Information

Letter Management Initial Setup

 

NOTE: Letter Management document templates are identified as those with a Report Type of MoversSuite Letter within Report Setup. However, it is recommended to update templates through the Manage Letters screen. From this screen, you can create a template from existing non-Letter Management documents, and assign and update the System Location and Report Group along with other features. Refer to Letter Template Properties and to Manage Letters for more information.

 

Creating and Managing Document Templates

Letter Designer

Letter Management

Manage Letters