Create a New Formletter
- At Home Base, click Utilities.
- On the Utility Manager screen, open the General folder in the treeview.
- Open the Document Maintenance folder and select Document Setup.
- Click the arrow
to continue.
- On the Customer Formletters screen, click the radio button for the Document Type you are creating. Existing documents of that type appear in the list.
- Click New.
- Click Yes to add a formletter.
- On the Formletter Setup screen, enter the information in each field as desired.
- Name: Enter a name for the formletter, up to eight characters.
- Description: Enter a more descriptive title for the formletter.
- Associated Form: Select the applicable form from the dropdown menu.
Note: Each formletter can be associated with only one type of form. Associating the letter with a form allows the data to merge from the form into the formletter.
- Type of Form: Type of form with which the formletter is associated. This information defaults in when you select an Associated Form.
- French and English: Select French for a French formletter or English for an English formletter. Select both checkboxes to create two separate formletters—one French and one English.
- Claim, Loss Notice, Contact, and/or Commercial Info Screen: Check any area that you would like to be able to pull data from when attaching the form.
- Marketing Plan: Double click, select the code if the letter is associated with a marketing campaign, and click OK.
- Activity Category: Double click, select the code applicable to the formletter, and click OK.
- Print Batch: Double click, select the letter batch, and click OK.
- Attachment Category: Double click, select the code applicable to the formletter, and click OK.
- Attachment Subcategory: Double click, select the code applicable to the formletter, and click OK.
- When the Formletter Setup screen is complete, click OK.
- If applicable, you are prompted, "Do you wish to edit the French or English version of your document?" Click French or English.
- Microsoft Word opens to a blank document. Type the letter, and using the Applied menu to add the necessary fields. See TAM Word Interface for descriptions of the available functions.
- When you are finished, select Save & Exit from the Applied menu.
- Click Yes to confirm that you want to save your changes.