Send SEPA notification letter

1. From the Communiation Categories, under your SEPA Pre-Notification template, click Create Documents.

2. On Step 1, enter the criteria for who should receive a letter.

   • In the Category field, select Pledges and Payments.

   • In the Query field, select Pledges with Scheduled Payments.

   • Select personas to export.

3. Click Next. On Step 2, select Document Options for how the letter should be printed.

   • Select whether you want to save the letters as a PDF or Word file.

     Note: You cannot edit or modify PDF files that have been generated by eTapestry.

   • In the File Name field, enter a name.

   • Under File Management, select whether you want to combine the letters into one file or leave each letter as its own file. If you select to combine documents, select how you want to sort them.

   • Under Grouping, select how to group letters to reduce duplicate mailings.

   • If your organization uses the Split Transaction module, select whether you want to treat each update/split as its own transaction or roll up related ones.

4. Click Next. On Step 3, select how you want to receive letters.

   Under Receiving, select how you want to access the documents.

   • Download - Save the letters to your computer. You will not be able to use other eTapestry features until after the documents are generated and the download window appears.

   • Place documents in My Drop Box - If your eTapestry Drop Box is under its 10MB limit, you can save the letters there. Meanwhile, you can navigate to other areas of eTapestry and perform data entry tasks.

   • Email documents to me - Send the letters to your email address as a file attachment. Meanwhile, you can navigate to other areas of eTapestry and perform data entry tasks.

   Under Auto-mailing, to send the document to the constituent by email, select Automatically email documents to accounts with email addresses.

   • Use the document's contents as the body of the email itself - We recommend this option for thank you letter communication because it reduces the size of the email, the download time for your recipient, and the chance of it being blocked as spam.

   • Include the document as an attachment on a separate email - When you select this, eTapestry generates documents based on the contents of your template and sends them as attachments to an email.

5. Click Next. In Step 4, select whether you want to Create a Journal contact for Each Account to track that a document was generated.

   • If you select to create a journal contact, enter a Subject.

   • In the Method field, select Letters.

   • If needed, enter values for user defined fields.

6. Click Next. In Step 5, review the summary options that you've chosen and the number of documents that you want to create. If the information appears correct, click Run.