The following options are available for the letter setup:
Letter Code - 3 digit unique identifier, it can be entered from 1-3 alphanumeric combinations. Possible values are, in order of lowest to highest, 0-9 and A-Z
Letter Type - Select what Type of Letter you are creating. (Debtor = Letter to Debtor, Client = Letter to Client and Forward = Letter to Forward Company)
Letter Security - 1 digit unique identifier, it can be alphanumeric. Possible values are, in order of lowest to highest, 0-9 and A-Z.
Letter Description – Serves identify the letter by providing a more detailed description
Stationary Type – Used to categorize the letters when displayed in the print queue
Form Type - Options are from a Standard letter, Mail merge, Inhouse Form type of letter. Standard letter is the most commonly used form type. Mail merge will send a file to the print queue to be used with your document editor of your choosing. In-house Form is still able to be restricted by a Letter SOD; however, the restrictions set up on the letter table will be ignored and the letter will always be requested and generated.
Page Length - Page length of the letter. This is only an option required for letters to be printed in-house. Outsourced letters are not affected by this setting. Standard and In-house letters can have up to 66 lines in page length.
Page Margin - Margin size of the letter. The page margin is measured in characters and it only applies to the left side margin. The right side margin is controlled by the user entering carriage returns for the legacy letter creation.
Outsource - Options are Yes or No. If Yes is selected, a third party company will be used for processing the letter.
Outsource ID - A unique ID code that identifies the letter for the outsource letter. This is normally not required and it is an optional field.
Letter Head - Options are Yes or No. If Yes is selected, letters printed in house will have an additional space on the top of the letter to accommodate paper with an existing letter head printed on it.
Bar Code - Options are Yes or No. This serves as a flag for outsourced letters to let the letter vendor use a barcode on the letter. This field is optional.
NCOA - Options are Yes or No to select if NCOA (national change of address) is to be used. This serves as a flag for outsourced letters to let the letter vendor an NCOA service for the letter. This field is optional.
Prompt Fields - Options are Yes or No. If Yes is selected, the Prompts tab will need to be filled. The prompts defined will be available for the collector to populate during the letter request process. These fields can be used in the letter by adding the corresponding letter dictionary code.
Prompt Text- Choice of 0-2, this option is for the number of freeform paragraphs that can be used in the letter. Similar to prompt fields, these fields can be used in the letter by adding the corresponding letter dictionary code.
Number of Pages - The number of pages the letter will take. If the letter length is more than one page then this field should reflect the number of pages.
Send Regardless MR – Options are Yes or No. When this field is set to Yes the letter will be requested and sent regardless of the Mail Return flag being set to Yes on the corresponding demographic.
Not a WF Letter - Options are Yes or No. When this field is set to Yes then the letter is not part of a legacy workflow and it is not counted in the number of letters sent, which is evaluated.
Link First Notice - If letter is the first letter in Link Letter Series
States IE - The option to select to Include or Exclude any specific state(s) or to leave out a specific state(s) to be used for a specific letter. Option is meant to be used in conjunction with the states fields.
States - The ability to select any individual state from each drop down selection. (see States IE)
Min Amount - Minimum dollar amount required to send letter based on the TOTAL DUE on the account.
PmtArr/LS Type - If used in a Payment Arrangement or Loan Service Arrangement.
Initial Demand – This field is mandatory. If the letter being created or edited is an initial demand letter, this option should be set to Yes.
Letter SOD – Select the SOD which will be used for evaluation to determine if a letter can be sent or requested.
Save Letter Values – When this option is set to Yes then the values of the letter are recorded in the letter history.
HTML – This option is for the advanced letter feature. This option will allow the letter to be defined using HTML which allows for the letter to be formatted with different font styles, graphics, and tables. HTML knowledge is required to use this feature.