How To Setup Letter Service File Format - Ontario Format

This Help topic is intended to provide technical information for implementing, using and supporting the Letter Service functionality.

If you are outputting in Ontario format, refer to How To Setup Letter Service File Format - Ontario Format

The Letter Service module produces files in the "Ontario" file format, by default.

These are flat ASCII files with the format defined below:

Header File

This file format specifies an overall header and a section for each letter including a per debtor sub-header section that describes which letter and which special options (i.e. NCOA, K03 segment) are requested per letter. This section is for the

letter number, Debtor name, Contact and address. There is another section for variable content in each letter, plus support for variable length lists of data.

File Format Overview

Within Collect!, letters are stored with codes that represent database information and other aspects to be printed. When a letter is being sent to a letter service provider, Collect! only outputs the data itself, plus a letter number to identify which

letter template the data is to be inserted into.

The process automatically performs analysis of the letters being printed, and runs a 3 pass data output procedure. The first pass creates the letter number and Debtor name and information. The second pass outputs all other fixed variables, and the optional third pass outputs any lists(loops) and variable length data.

File Format:

Agency Name
Agency Address
/def/
*** End Of Header ***

123,
Name Line,
Name Line 2,
Name Line 3,
City ST ZIP:,
Insert 01,
Insert 02,
Insert 03,
Insert n

123,
Name LINE,
Name LINE 2,
Name LINE 3,
City ST ZIP:,
Insert 01,
Insert 02,
Insert 03,
Insert n
{List line 1
List line 2
List line 3
}

MMMM X - end

The first field is the letter number. This is set in the Report "Options" window and these letter number IDs are the numbers agreed on between the agency and the letter service provider. Report "Options" is located by \Print\ Customize Printing\Edit Report Templates, then selecting the letter you wish to edit by highlighting that entry in your Print Menu, and selecting it to open by hitting ENTER or clicking on it. The "Options" window opens when you click on that button in the lower left corner of the screen. Refer to the Help topic SETUP - LETTER SERVICE for more details. If you have not set the letter number in the Report "Options" window, it will output as zero. This will mean there will be no way for the letter service company to distinguish between your different letter types.

You are responsible for assigning a letter number for each letter being printed.

The next pass outputs the Debtor name, and address.

The last pass is any list data that may optionally be included. List data is output with spaces for formatting exactly as it should be output.

Sample Data File

Your Letter Service provider will advise you in what format they wish you to submit your letter templates for set up. Most typically, you will be asked to provide them with a pdf or Word sample evidencing both what a completely data populated letter looks like (pdf) and the text content showing where the data insert points in the letter template are exactly situated.

Normal course is that the field separator designated in a letter service data file output is a comma. If your service provider requires any other character for this function, you can accommodate by specifying a different separator in the Report and Printer Setup screen located via \System\Preferences\Reports and Printing, then input the requested separator character in place of the comma you will see in the field beside the option "Letter Service Separator".