Correspondence Process Status Page

When you add a correspondence process, the program automatically generates a status page of the process. On the status page, you can view the recipients and data fields selected for the correspondence and its description. If you associate a document with the correspondence, the Letter template or Label template field displays its file name. To access a correspondence process status page, select the process in the Correspondence processes grid on the Manage Correspondence page and select Go to process.

Note: You can also access the status page of a correspondence process from the Communications page of a constituent included in the process. On the Communications tab, select the process in the Communications grid and select Go to correspondence.

The status page also displays the current status and historical information about the process. To help you navigate through this information, each process status page contains multiple tabs.

• Recent Status Tab

• History Tab

• Job Schedules Tab

Depending on your system role, you can perform tasks to manage a correspondence process from its status page. To perform a task, select it from the Tasks menu, or select it under Tasks.

• Start a Correspondence Process

• Edit a Correspondence Process

• Generate a Windows Scripting File

• Add a Job Schedule

• Mark a Correspondence Process Inactive or Active

• Delete a Correspondence Process