How to Save a Group of Attributes

Within Work lists, Mass Letter Request, Correspondence restrictions, and Mass debtor statement requests you will find the ability to save or open saved attributes. This will help the user save time by using attributes that used often. For example: if you have an alpha split that is used on many work lists.

Step 1: In Work list menu create a group of attributes

Step 2: Click the button

Step 3: Give parameter a name

Step 4: Click OK.

To open a saved parameter for use at a later time

Step 1: Navigate to Work list, work flow, mass letter request, etc.
Step 2: Click the
button.

Step 3: Select the named attribute you want to use and click Open. It will populate with all attributes saved in this named parameter.

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