Edit a Correspondence Process

You can edit the properties of a correspondence process, such as to adjust its exclusions or default settings.

1. From Marketing and Communications, select Manage correspondence. The Manage Correspondence page appears.

2. On the Correspondence List tab, select a correspondence process and select Edit. The Edit correspondence process screen appears. The items on this screen are the same as on the Add correspondence process screen. For a detailed explanation of the options, see Add Correspondence Process Screen.

   Note: To edit a correspondence process from its status page, select Edit process under Tasks.

3. Make changes as necessary. For information about how to edit the exclusions or set the format options for the correspondence, see Set Exclusions for a Correspondence Process or Set Format Options for a Correspondence Process.

   Note: To view the document associated with the correspondence, select its file name in the Letter template or Mailing label template field.

4. Select Save. You return to the Manage Correspondence page.