Using the Correspondence Screen

The left side of the Correspondence screen contains the Correspondence Setting field groups, allowing you to select a Letter/Notification Type and then select settings for the letter’s recipients, heading, message content options, and included form attachments, displaying (from top to bottom):  The Letter/Notice Type field group, Recipient fields and controls, the Heading field group, the Options field group (if applicable), and the Enclosures field group.

The right side of the screen is used for Correspondence Content, allowing you to Create a new letter (or Delete an existing one), edit the letter’s message content, and preview printed and emailed letter output.  It displays (from top to bottom):  The Create Letter or Delete Letter buttons, the letter’s Status display, and the Editor Pane.

The Editor Pane displays (from top to bottom) a tab bar, a text formatting tool bar, and the Message Content Area containing the letter/notice message’s text.  A vertical scroll bar placed on the right side of the pane allows you to move up or down through the letter/notice content area.  After creating a letter or when viewing an existing letter, the Editor Pane will also display the Email View and Print View tabs (Note: The Email View and Print View tabs will not be displayed unless a letter has been created (using the Create Letter button) or if a letter already exists).

The sequence for creating a correspondence letter/notice includes:

  1. Open the Correspondence screen using the Operator Summary screen’s Operator Menu.

  2. Select the Letter/Notice Type:  Select either (a) Initial Registration Request, (b) Cancellation of Insurance, (c) Cancellation of Economic Authority: Insurance, (d) Request Amendment, or (e) Cancellation of Economic Authority: Amendment.

  3. Add/select letter recipients and select letter heading, message content, and attachment settings:

    1. Enter Recipients data.

    2. Select message Heading settings.

    3. Select message content options.

    4. Include for attachments as needed for the specific selected letter/notice type.

  4. Click the Create Letter button.

  5. Edit the message content as needed using the Editor pane’s Editor tab, which also provides a preview of the letter.

  6. Print and/or Email the letter as needed using the Editor pane’s Print Letter tab and/or Email Letter Editor tab.