Page 4 - How do I Create Follow Up Letters

Creating Follow Up Letters

1

On the List tab, review the following information in Reports section:
 The Report Description for Follow Up Letters is ARF330V1.

 The file name will be [customerID].PDF.
1. Click the Report link to view and print the letter.

The Report File List displays.
1
1. Make a note of the Process Instance
number at the top of the Report page.

2. Click the Name link (customerID.pdf) to
view the letter.

2  For customers who have opted for Standard Mail,
print and mail the letter.
 For customers who have opted for email delivery,
the Follow Up Letter will be emailed
automatically. To check the status of the email,
refer to the How do I Review the Email Logs? job
aid.

Page 4 of 7
Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents