If you want to create letter for multiple record in one batch you can do this by first filtering the dashboard for the desired records. Then above the grid to the right you will see a blue envelope Icon. Click this icon and a dialog box will popup asking which template you would like to use. Select the template and click, “Print”. A new browser tab will then open with your letters or they will be downloaded automatically to your device.
Modified on: Mon, Feb 20, 2017 at 9:41 AM
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