Adding Attachments to Correspondence Templates

Procedure

Use the following procedure to add attachments to customer and credit request correspondence templates. Note that this feature is only available if your administrator has added this capability to your user role.

To add attachments to a customer or credit request correspondence template:

1. Do one of the following:

• Select the customer. How?

• Select the credit request. How?

2. Do one of the following:

• If you selected a customer, from the Customer Information tab, select Correspondence.

• If you selected a credit request, select the Correspondence tab.

3. Select a notification template from the Template drop-down list.
   The name of the notification template is entered in the Template field.

Optionally, provide a description for the correspondence.

4. Click Generate Message.
   The Notification Message Details screen appears.

5. Select a delivery method from the Delivery Method drop-down list. By default, the delivery method is E-Mail.

6. Enter an e-mail or fax address in the To field on the Notification Delivery Details screen.

Optionally, enter the e-mail addresses of additional recipients in the CC and BCC fields, and enter a subject for the correspondence in the Subject field.

7. Click Use Contacts to view a list of external contacts (and their e-mail addresses) assigned to the customer, as entered in eCredit.

1. Click the Internal Contacts check box to view a list of internal contacts assigned to the customer, as entered in eCredit.

2. Optionally, to search for additional internal contacts who have not been assigned to the customer, enter search criteria and in the Other Internal Contacts section, and click Search. The results appear in the Search Results section.

3. If an e-mail or fax address is not available through the Internal Contacts screen, you can type in the e-mail address. Enter the fax address using the format [email protected].

8. Click Attach File.
   A browse window opens from which you can locate the file on your computer. You can add more than one attachment to a correspondence up to a maximum total file size.  

9. Add the file to the correspondence.
   The screen refreshes and the name of the attachment appears on the Attachment(s) line. You can click the name of the attachment to view its contents before sending the correspondence.

Optionally, click the Remove link to remove the attachment from the correspondence.

10. Click Send Message.
    Fax and e-mail messages are sent and saved to the Correspondence Queue.

Note: You can view attachments for correspondences that have been sent by clicking the view/edit link in the row for the correspondence on the Correspondence Queue History Screen, and then clicking the name of the attachment to open it. The correspondence and the attachment are displayed as read-only in the Correspondence Queue History screen.