Note: Care should be taken when updating an existing Letter Type. Any unprinted correspondence that exists in borrower mail queues will reflect the changes that are applied to the Letter Type when the correspondence is printed.
To revise or update existing Letter Type information, select the desired Letter Type by clicking on the magnifying glass icon located on the left side of the appropriate Letter Type List line. When this icon is clicked, a new window is opened (see example below) that contains the following:
An update form that is populated with the current information for the selected Letter Type
A function Bar that contains Save, Delete and Reset icons.
The user updates the Letter Type information by entering or revising data in the appropriate fields. The following fields (marked with an asterisk on the update screen) are required entry:
Form Letter ID (*Form Letter ID on the screen)
Description (*Description on the screen)
Letter Body (*Letter Body on the screen)
Click on this link: Data Entry and Edit Guidelines to review information pertaining to what values may be entered into the various fields of the Letter Information update form.
Click on this link: Letter Type Information for a description of the purpose of the various fields found on the Letter Information update form.
Click on the Reset icon to restore the update form to its initial 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 revised Letter Type 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.
Click on the OK button to acknowledge the errors and return to the entry form. Modify the field(s) in error and again click the Save button.
If there are not any edit errors, the updated Letter information will be written to the database, and the pop-up update window will be closed. The Letter Type List will be updated (if appropriate) to reflect the revised Letter information.
To exit this process without saving the Letter Type revisions, simply click on the Letter Type List browser window at any time to close the pop-up Letter Information update window.