Add a new Event - Letter
From the Events menu on the navigation bar, click Letter. The Letter Event will open in a new tab.
The Sender field will be populated with your name.
In the Concerning field, click the Magnifying glass icon to open the Concerning Person Multi-Select control.
Using the list on the left, click the group of people you wish to search or select the Search using lists check box to display current lists.
Enter your known search criteria into the search fields. The search fields available are dependent on the group of people selected.
Click Search to display the results in a grid format.
Click the required person or people and click Done.
The Concerning field will now be populated with the selected person or persons, and the Event will be added to their respective Running Records once saved.
In the Recipient field, click the Magnifying glass icon to open the Concerning Person Multi Select control and follow the steps above to add the recipient(s).
If multiple people are selected within the Concerning or Letter Recipient fields, letters will be produced for each person.
Recipients must have an address entered in the default Person Profile, Person, Addresses panel and the Correspondence Address check box must be selected.
Click the required Letter Type in the drop-down list. Letter types are created in Synergy Case Management, System Manager, Lookup Editor, Core Case Management, and Letter Type.
Click the required Mail Merge Template in the drop-down list. Mail Merge Templates are created in Synergy (Case Management), Letter Manager.
If the selected mail merge template was created specifying the number of calendar days within which a response to the letter is due, it can be overridden by clearing the Response Due check box or entering a new date in the Response Due Date field.
To download the letter, select the Download document(s) check box.
Click the required RR Category in the drop-down list.
Enter any Notes relating to this letter event into the free text field if required.
Click Merge & Save.
Notification of a successful Mail Merge & Save will be displayed.
Letter Details can be viewed from within the person Running Record under the selected Running Record category and in your Work Tray.
A letter marked as Completed will be removed from the Work Tray.