Elements - System Administrator and User Guide - Hosted
Delayed Letter Printing
| End-User Guide > Delayed Letter Printing |
Users may choose to print all of the letters generated on loans they have worked on at one time, instead of having to go to the printer each time a letter is generated on a client or loan. When generating a letter on a loan, there is a Print Now and a Print Later option. If Print Later is selected, the letters are sent to Delayed Letter Printing.
To access Delayed Letter Printing to print the letters sent to the delayed queue, from the Collection Desktop toolbar select Letters > Delayed Letter Printing.
The Delayed Letter Printing window is displayed containing a filter and a list of the letters in the Delayed Letter Printing queue.
In the Filter section, define the letters to be displayed for printing using the following fields.
| Field | Description | ||
| Users |
Click to highlight the users whose letters should be displayed for printing.
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| All | Click to select all users displayed in the Users box. | ||
| Mine | Click to select the logged in user in the Users box. | ||
| Entered From | Select the start date of the date range from the calendar drop-down. Letters requested before this date will not display for printing. | ||
| Entered To | Select the end date of the date range from the calendar drop-down. Letters requested after this date will not display for printing. |
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If the Entered From and Entered To date fields are blank, all letters can be printed. |
When finished defining the filters, click Apply Filter. The Information section displays the number of letters that can be printed.
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If the number of letters exceeds 50, the queue is broken into groups of 50 and are displayed next to the total count as links (i.e. 1-50, 51-100, etc.). Click on the links to navigate between the groups. |
The Body section of the Delayed Letter Printing window updates to display the content of all letters that meet the filter criteria to be printed. The content cannot be changed from this window.
Click Print.
The grid updates to display the letters that meet the filter criteria. The letters in this grid can be selected for printing or deleted from the queue.
The grid contains the following information.
| Column | Description | ||
| By default, this checkbox is selected for all letters in the queue. If selected, the letter will be printed. | |||
| Worklist | Displays the name of the worklist in which the loan resides. | ||
| Branch No | Displays the loan's branch number. | ||
| Client No | Displays the loan's client number. | ||
| Name | Displays the name of the client associated with the loan. | ||
| Loan Key | Displays the loan's key. | ||
| Loan No | Displays the loan's number. | ||
| Loan Type | Displays the loan's type. | ||
| Loan Status | Displays the loan's status. Possible statuses are A (Active), C (Charged off), I (Inactive), N (New), S (Settled) or X (Closed). | ||
| Follow-up Date | Displays the loan's assigned follow-up date. | ||
| Delete |
Select this checkbox and click the Delete button to remove a letter from the delayed letter printing queue. Upon clicking Delete, a message is received confirming the letter should be deleted from the queue.
Once deleted, the letter is removed from the delayed letter printing grid.
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Deselect any letters that should not be printed by deselecting the Print checkbox next to the client's information. Then click Next.
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If a letter is deselected for printing via Delayed Letter Printing and the Deselect Letter auto note is enabled in System Management, a follow-up note is added to the loan to indicate the letter was deselected for printing. Please see the Auto Follow-ups topic of the Administrator Guide for information on enabling auto notes. |
The Delayed Letter Printing window updates to display a Body section which shows the actual letters that will be printed for the selected loans. If additional letters should be added or deselected for printing, click Edit Print Queue to be presented with the grid list of loans again.
When the Delayed Printing queue contains the desired letters, click Print to print the letters.
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Before printing letters, remove the automatic headers and footers that display in pages printed from Internet Explorer. If not removed, the footer displays the URL of the institution's Elements. |
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If letters are printed onto letterhead, ensure the appropriate letterhead is loaded into the printer before printing. |
A prompt appears to confirm that the delayed printing letters should be printed. Click Yes to print the letters. Click No to disregard the printing.
The Windows Print dialog box displays. Make any changes to the printer settings, if necessary, then click Print.
A prompt appears asking if the letters printed properly. Click Yes if the letters printed properly. Click No if the letters did not print properly.
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If an automatic follow-up note was specified for the printed mail templates and Yes was selected at the previous prompt, a follow-up note is added to each client that received a letter. If the letter contained loan information, the follow-up note is linked to the appropriate loan. If the client received multiple letters, one follow-up note is added for each letter printed. |
When all letters have been printed, click the X at the top right corner of the Delayed Letter Printing window to close.
On the Mail tab of an account whose letter was printed, it can be identified whether or not the letter printed. Prior to printing, a printer icon displays next to a letter. After printing, the printer icon is replaced with the paper icon.
Click the Report button on the Delayed Letter Printing window to access the Delayed Letter Printing report. This report lists all clients for whom the letters will be printed. The report lists the user that requested the letter, request date, client number, client name, loan number, loan type and status and the name of the letter that was requested. This provides users with a record of what is printed.
