Configuration: Letter Processing

These settings are available on both the Fulfillment view and the Letter Processing view. Updating the field on one view also updates the field on the other view.

Field

Description

Default Letter Issue

When a letter is added to a case, this setting determines the default value for the Associated Issue field on the letter. The following options are available:

Current: The associated issue defaults to the currently selected issue sequence.
None: The associated issue field is left blank.
1: The associated issue field always defaults to issue sequence 1 (even if there is no issue sequence 1).

Set Letter Status to Custom If Agent Changes Contents

When the file size changes, the letter status is set to custom. This can be used as a "flag" to alert administrators that the letter contents have been changed since the letter was prepared.

Set Letter Status to Custom When Letter is Prepared

When the letter is prepared, set the letter status to custom. This can be used as a "flag" to alert administrators when it is typical not to prepare a letter until it is ready to be printed.