Save Queries for Batch Letters

With the Save Queries option you can save parameters to be used for future batch letter jobs, similar to saved queries for reports. 

1. Go to: Taskbar > Document Management > Document Management > Batch Letters.
2. Select the Letter Type.
3. For Program Enrollment Dates, select the From and Through dates to be considered when choosing recipients to receive the letter.
4. In the Parameters section, select the items to show or hide in the batch letter.
5. In the Parameters table, select additional parameters are desired.
6. Select Save Query.
7. Enter a description and select Update.
   Result: The query appears in the list that displays when you select Use Queries.

► See Also

• About batch letters
• Create a letter template in Form Designer
• Create a letter event
• Set margins for Batch Letters
• Create a Batch Letter Job
• Save Queries for Batch Letters
• About the My Batch Letters Jobs widget
• Run the Batch Letters Exceptions report