Generating Individual Form Letters

This Quick Start Guide is for use with the Form Letters module, which is available within several WinTen² programs, a.k.a the “host program.” A form letter’s host program is the WinTen² module (program) that manages the data used to run that form letter, such as Applicant List and Occupancy and Rent Calculation (ORC).

Generating an individual form letter involves 3 main steps:

Access appropriate WinTen² program.

Search for and select applicant/tenant for whom you want to print the form letter.

Enter form letter details.

Access WT2 Program

Access the program and select the appropriate data area in which you want to generate a form letter.

Search For and Select Applicant/Tenant

From the Main Menu screen of the WT2 program, click the appropriate button that will take you to a Browse Applicants or Browse Tenants screen.

Select how you want to order the applicant/tenant table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first applicant/tenant to match the criteria will be highlighted in the table.

Click

on the toolbar. The corresponding Maintain Applicant or Maintain Tenant screen opens.

Click

on the toolbar of the screen that contains the applicant’s or tenant’s record. The Generate Form Letter Wizard is initiated.

Enter Form Letter Details

Select the template group that contains the form letter template you want to use for this letter, then click START.

Check the checkbox(es) of the form letter template you want to use for this letter, then click NEXT to continue.

Note: If you are printing an individual form letter, the wizard skips Steps 3 through 5.

Choose whether you want to print the letter now, or save it for later printing.

Select the signature line for the letter from the signature description drop-down list, enter a short description for the letter, and then click NEXT.

Review and Confirm

10.

Review the settings you have chosen for the letter. If you need to change anything, click BACK to return to the appropriate step. If everything is correct, click FINISH. You have successfully generated an individual form letter!

If you chose to print the letter now (on Step 6 of the wizard), the program immediately opens the Print Form Letter Wizard (the process for printing a form letter is the same for generating an individual form letter). If you chose to print the letter later, the program returns to the appropriate Maintain Applicants/Tenants screen (this process is also the same for generating an individual form letter).

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