Generating Individual Form Letters

You are able to generate a single form letter for any tenant (or customer who is also a tenant) who is managed in the Tenant Accounts Receivable program.

1. From the Main Menu screen, click TENANTS. The Browse Tenant Leases appears with all current leases displayed in a table.
2. Select how you want to order the tenant table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first tenant to match the criteria is highlighted in the table.
3. Highlight the tenant record you want to work with and double-click, or click . The Tenant Management screen opens with the Tenant Information tab selected.
4. Click on the toolbar. The Generate Form Letter Wizard is initiated.
5. Select the template group that contains the form letter template you want to use for this letter, then click START.
6. Check the checkbox(es) of the form letter template you want to use for this letter, then click NEXT to continue. (Since you are generating an individual form letter, the wizard skips Steps 3 through 5.) See "Form Letter Templates"

Note: A template is a data record that contains all of the setup information for one form letter. It is the electronic equivalent of a blank master copy of a form that you photocopy and fill in for each individual recipient. For more information on creating a new form letter template, please see the Setting Up Form Letter Templates topic.

7. Choose whether you want to print the letter now, or save it for later printing.
8. 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.
9. 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.
10. If you chose to print the letter now (on Step 6 of the wizard), the program immediately initiates the Print Form Letter Wizard. If you chose to print the letter later, the program returns to the Tenant Management screen.
11. Step 1 of the Print Form Letter Wizard opens with the generated form letter displayed in a table. Click NEXT to continue.
12. Review and confirm the form letter you are about to print and click FINISH. A Print window appears where you can set the appropriate print settings for your particular printer. You have successfully generated an individual form letter!

Hint: If you need to cancel the form letter generation, use the CTRL + ALT + C keyboard shortcut.