Generating Correspondence for a Trade Reference

Procedure

To generate correspondence for a trade reference:

1. Select the customer. How?

2. From the Customer Information tab, select Trade Reference.
   The Trade References screen appears.

3. Select the check box in the row for the trade reference to which you want to send correspondence, and click Correspondence.
   The Correspondence Queue screen appears.

4. From the Template list, select the name of a template used for trade reference correspondence.
   The Template list contains all templates defined for customers or bank references. When you select a template, the Generate Message button activates, and the screen refreshes to display the events for only the template you select.

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

6. In the Notification Message Details section, select the Delivery Method for the message as either E-Mail or Fax.

7. In the Notification Delivery Details section, enter the fax or e-mail address for the trade reference in the To field.

8. Select to send the message as either HTML or Text by making a selection from the Output Format list. The message box displays the message in the output format you select.

9. Review the message in the message box, and, if necessary, change the Subject line for the e-mail.

10. Do one of the following:

1. Edit the message. How?

2. To save the message without sending it, click Save Message. The message is saved to the Correspondence Queue.

3. To send the correspondence, click Send Message. The message is sent, and saved to the Correspondence Queue