How To Print Letters To A Single Account

Letters may be printed in several ways, including to a Printer or to an Email.

Print A Letter

These steps will print a single letter to a single account.

1. Navigate to a record that you want to print to, such as Client, Debtor, Cosigner, Associate, or Operator.
2. Select Print from the top menu bar and then select Reports and Letters from the drop-down choices. This displays a list of reports and letters that can be printed from the form.
3. Select a Letter to print.
4. Typically, the Destination on the Print Report screen will already be set. Some Destinations like Printer and Email allow you to change it. Leave or select the Destination.
5. Fill in any other details that are applicable.
6. Click the PRINT button to send the output to the selected destination.

If the Destination in your Report Options is set to Email, Collect! will email the letter instead of printing it.

If the account already had an In Progress Letter Contact with a Description that matched the Name of the letter that was printed, then Collect! will mark the contact as Complete and attach the image of the letter to the Contact. If the account did not have an In Progress Letter Contact that matched the Name of the Letter that was printed, then Collect! will create a new contact, mark it as Complete, and attach the image of the letter to the Contact.

When a letter is printed to email, Collect! will save the Contact as a Email contact, not a Letter contact. The Description field will contain the name of the Letter that was emailed. It is set to type Email for tracking purposes.

Printing To Screen To Modify The Output

If you select Screen as the Destination, it may be edited before you print it.

This allows you to make small changes to a letter right away and send it off. If you want the changes to be permanent, it is best to actually edit the letter report body.

1. Open the record that you want to print to.
2. Select one of the Print buttons.
3. Select the Letter to print.
4. On the Print Report screen, select Screen as the Destination.
5. Click the PRINT button.
6. Edit the letter just as you would any other text document.
7. Click the Print button, not the Print menu.
8. Select the Destination to output to.
9. Click Print.

Contact Controls

If you have created Contact Controls for Letter or Email types, then Collect! will evaluate the control before printing. If the account violates the control, then the letter will be skipped.