Use this task to preview and print a collection letter.
Step-By-Step Guide
Step | Instructions | Additional Information |
|---|---|---|
| 1 | From the Collection Letter page, select the collection letter to be previewed or printed. | |
| 2 | Click Print Preview. The Add Custom Message to Letter window opens.
| The Add Custom Message to Letter window only opens if the {{Custom_Message}} available field is included in the letter layout template. If this field is not included in the template, this step is skipped and the Collection Letter Print Preview page opens. (See Step 4.) |
| 3 | (Optional) Enter any custom or personalized comments in the Enter Custom Message field. | If no custom message is needed, then leave the field blank and continue. |
| 4 | Click OK. The Collection Letter Print Preview page opens with an image of the letter. | |
| 5 | Review the letter. | |
| 6 | (Optional) Click Save  to save the letter. | |
| 7 | (Optional) Click Print  to print the letter. | |
| 8 | Click  in the upper-right corner to close the letter preview. |
Related Training/Support Documentation
Not applicable for this topic