Update Mail Requests

Queued Mail Printing

Sample Screen

Reports Functions Overview

Customer Services Functions Overview

Description

This screen is displayed when you click on the Update Mail button in the Reports Functions Queued Mail Printing screen, IRS 1098-E Statements screen, or the Update/Delete icon in the Customer Services Function Customer Mail Queue Contents screen. This window will provide the following options:

• Delete: This will delete the selected mail items from the Customer’s mail queue.
• Update the Number of Copies: The user may modify the number of copies of each letter to be printed.
• Set the Processing Date: This is the default option. The processing date will update the Customers MAIL history record for the selected correspondence.  Additionally, the mail will be released to BWA for online viewing. For paperless accounts, an email notification will be sent.

Select the option, and then click on the Apply icon in the function bar.

Sample Screen

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