To revise or update a the output parameters or tracking information that is associated with a Due Diligence Mail job, select the desired job by clicking on the magnifying glass icon located on the left side of the appropriate Due Diligence Mail List line. When this icon is clicked, a new window is opened (see example below) that contains the following:
A data entry and update form to be used for revising the Due Diligence Mail job information
A function Bar that contains Save, Delete and Reset icons. The Delete icon is disabled.
The user then revises the Due Diligence Mail output parameters or tracking information by updating the appropriate fields.
Click on this link: Data Entry and Edit Guidelines to review information pertaining to what values may be entered into the various fields on the Due Diligence Mail Information entry form. Click on this link: General Information to review information pertaining to how each of the data values on this screen are used.
Click on the Reset icon to restore the data entry form to its initial (blank) state. Any fields which were modified or updated by the user will be restored to their initial value, that is the value that was displayed when the update form was first opened.
To save the Due Diligence Mail Job information, click on the Save icon. Clicking the Save icon will trigger an edit process that validates the user-entered data. If there are any errors, they will be displayed in a pop-up dialog box as shown in this example:
If there are not any edit errors, the revised Due Diligence Mail job information will be saved, and the pop-up data entry window will be closed.
If the Tracking Information values were revised, the Due Diligence Mail List will be updated to reflect the updated job information.
If updates were made to either the Mail Setup or Return Address information, the changes will be reflected when viewing the Due Diligence Mail output (see Review/print Due Diligence Mail Job Output for additional information).
To exit this process without saving the Due Diligence Mail revisions, simply click on the Due Diligence Mail List browser window at any time to close the pop-up update window.