Make the following menu selections to display two tabs
to use for the letter merge function.:
Use this tab to define the criteria for printing letters.
You can print both standard and user-defined letters directly from eSite
without having to run the process associated with the specified letter.
For instance, you can print a Move-In letter without having to move the
resident in.
Note
An asterisk (*) indicates
a required field.
Letter Type
Select the type of letter to print from the drop-down
list. Only types previously defined display. For example, Applications.
Document
Select the document file associated with the letter
type from the drop-down list. For example, Application.doc.
Note
The Document list shows only the letters that are available
to be printed for the selected property or properties, based on letter
restrictions set up on the Form Letters
Tab. When multiple properties are selected, only letters that are
allowed for all
of the selected properties are available to be printed.
From Date
Printing letters calls for a date range. Enter
the first day of the range (mm/dd/yyyy). Or use the Calendar
Button to display a date.
Thru Date *
Printing letters calls for a date range to print
from. Enter the last day of the date range (mm/dd/yyyy). Or use the Calendar Button to select a date.
From Building
Type the first building number of the building
range for which you want to print letters. Or, click Select
Unit Tab to select the building number.
To Building
Type the last building number of the building
range for which you want to print letters. Or, click Select
Unit Tab to select the building number.
From Unit
Type the first apartment number of the apartment
range for which you want to print letters. Or, click Select
Unit Tab to select the apartment number.
To Unit
Type the last apartment number of the apartment
range for which you want to print letters. Or, click Select
Unit Tab to select the apartment number.
Include Current Residents
Use the drop-down to determine if and when current
status residents should be included when letters are processed.
Always—always
include Current resident regardless of their balance due.
Sometimes—only
include Current residents if they have a balance due.
Never—(default)
never include Current residents regardless of their balance due.
Include Applicants
Use the drop-down to select if and when Applicants
should be included when letters are processed.
Always—(default)
always include Applicants regardless of their balance due.
Sometimes—only
include Applicants if they have a balance due.
Never—never
include Applicants regardless of their balance due.
Include Previous Residents
Use the drop-down to select if and when Previous
status residents should be included when letters are processed.
Always—always
include Previous residents regardless of their balance due.
Sometimes—(default)
only include Previous residents if they have a balance due.
Never—(default)
never include Previous residents regardless of their balance due.
Include Wait List Applicants
Use the drop-down to select if and when Wait List
Applicants should be included when letters are processed.
Always—(default)
always include Wait List applicants regardless of their balance due.
Sometimes—only
include Wait List applicants if they have a balance due.
Never—(default)
never include Wait List applicants regardless of their balance due.
Balance Over
Print letters for residents and/or applicants
whose balance due is over this amount. Enter an amount (format 0000.00).
Include Cancelled Applicants
Use the drop-down to select if and when Canceled
Applicants should be included when letters are processed.
Always—(default)
always include Cancelled applicants regardless of their balance due.
Sometimes—only
include Cancelled applicants if they have a balance due.
Never—never
include Cancelled applicants regardless of their balance due.
Suppress Email
Select this check box if you want the letter file
to be emailed to a designated email recipient.
From Email Address
This field is available only when the
Suppress Email check box is selected. Type the email address of
the recipient whom should receive the file.
Email Subject
This field is available only when the Suppress
Email check box is selected. Type an email subject line.
Email Body
This field is available only when the Suppress
Email check box is selected. Type the content of your email message
within the open text box.