LETTER MANAGER
The Letter Manager is a hugely powerful document creation tool. Every installation has this Manager by default.
Users can create merge Letters for any purpose to be sent to any Agency, Contractor or Company within the system. These Letters can be attached to a Category, so a Pension Reminder Letter can be added to a category called ‘Pension’ to make searching easier
Letters are associated with a recipient, so a Letter attributed to ‘Contractors’ is available for any contractor. By default newly added contractors are presented for sending, with those already in receipt of the letter still visible, but not presented for sending to. A record is kept of every letter sent and every letter can be saved in the Documents tab of every Agency, Contractor or Company used in the selection process.
The letter can be simple text with very limited formatting or a full Microsoft Word mail merge letter. The merge process provides the ability to add over 60 different mail merge fields into the document (name, address, DoB, Free Text fields, Titles, Jobs, etc)
Once a Letter is created, that Letter can be re-used as often as required. A user can add who to send it to. Copies of the Letter can appear on the relevant Portal as well as the individual documnet tab of the Contractor, Agency or Company