Request a Letter

Any letter that has been predefined by your administrator can be manually requested for the Debtor. Letters are requested at a Debtor Level.

Step 1: Open the debtor that you want to request a letter for. Make sure that you are in the Debtors Folder.

Step 2: Click the 'Letter Request' button from the Actions Panel.

A 'Print Debtor Letter' dialogue box opens.

 

Step 3: Choose the letter you want to send in the 'Letters' drop down box.

 

Step 4: Select the printer to use from the drop down list.

Emailing a letter is also an option. Steps 4a – 4f detail the email option. Skip to Step 5 if you are not sending a letter via email:

  1. To email the letter, select Email from the Printer drop down list. The Email subject field and From email address drop down menu appear. The default email subject is the selected letter name. The default email address depends on organization settings:
  2. If an organization-specific email account is defined in the Administration > Organization > Correspondence menu, the From email address pull down menu defaults to the organization-specific email address.
  3. If a user has appropriate permissions as defined in the Administration > Organization > Correspondence menu, the user can select their e-mail address if an address is defined in the user setup screen.
  4. If an organization-specific email address is not defined, the From email address populates with the user’s email address.
  5. If an organization-specific email address is not defined, and the user does not have an email account defined in the user setup, the letter cannot be sent.
  6. Type a new subject into the Email subject box if the subject requires something other than the default option.
  7. To type a message to the recipient, enter the text into the Additional text field.
  8. Click Email at the bottom of the window.
  9. The Email Debtor Letter Options window opens.
  10. Select Email now to immediately send the e-mail upon clicking OK.
  11. Select Email later and select a future date from the On this date pull down menu to schedule the sending of the letter upon clicking OK.
  12. Click the Create PDF and attach to debtor checkbox to save a PDF copy of the letter in the debtor’s attachments folder.
  13. Click OK to send the email or schedule the email, depending on the options selected in the previous step. The letter is sent as a HTML email to the debtor’s email address. A note is written in the debtor’s notes regarding the sending of the email.

 

Step 5: Type in Additional Text if you are using this merge field on the letters. If the <AdditionalText> field is selected then anything you type in here will appear on the letter.

 

Step 6: Highlight the account or accounts that you want this letter to include.

 

Step 7: Select the address to which you want to send the letter. The primary address will be checked by default, but you can check any address to which you need a letter sent.

 

Step 8: Select the number of copies to print.  The default setting is defined in the letter definition.

 

Step 9: Do one of the following:

  • To print the letter, click Print.
  • In the Print Debtor Letter Options, select Print Now or Printer Later. If you choose to print later, select the date to print.
  • To create a PDF of the letter and attach it to the Debtor record, select Create PDF and attach to debtor.
    NOTE: The PDF is created at the time of printing.  “Print now” generates the PDF instantly, as the letter is printed; and “Print later” generates the PDF at a later time, as the letter is printed from the queue.
  • Click OK.
  • To preview the letter before printing, click Preview.
  • In the Print preview window, review the letter, and do one of the following:
  • Click the printer icon to print the document. The “Print Debtor Letter Options” dialog box will open, allowing you to print the letter using the standard process.

  • Click the “Close” button to return to the “Print Debtor Letter” window to make any changes to the letter.

Step 10: Click the 'OK' button. A Correspondence Box will pop up showing the status of the print and if there are any errors.

 

Step 11: Preview is also an option to preview the content of the letter before printing.Click “Preview” to open a print preview of the letter.

Within the print preview screen, you can either:

  • Click the printer icon to print the document. The “Print Debtor Letter Options” dialog box will open, allowing you to print the letter using the standard process.

  • Click the “Close” button to return to the “Print Debtor Letter” window to make any changes to the letter.

 

Main Support Line:

          
All Support Team Members (866) 684-7387 RR_Support@revq.com
Chris Stickney (Support) Ext. 5673 Chris.Stickney@revq.com
Angel Davis (Support) Ext. 5756 Angel.Davis@revq.com
Kellie Mendenhall (Trainer)   Ext. 5676 Kellie.Mendenhall@revq.com
Aaron Burge (Installation) Ext. 5710 Aaron.Burge@revq.com

 

Mailing Address

4400 NE 77th Avenue, STE 100
Vancouver, WA 98662