The context-sensitive help for the Emplifi Agent training environment now goes to our new (Training) documentation site.

After v12.2 GA, the context-sensitive help for the Emplifi Agent production environment will go to our new (Production) documentation site.

Because of the above, this site is no longer updated and will be deprecated after the release of v12.2 GA.

Printing a Single Check/Coupon Enclosure on a Printed Letter

To set up a check/coupon to print on a letter, complete the following:

Create Letter Type Codes with a Fulfillment Type of Printed Letter and Check or Printed Letter and Coupon.
Create a Standard Letter to represent the letter portion. Include both the bookmarks and template and set the Letter Type to the type created in step 1. This letter will be added to the case and can be prepped and edited by the agent or defined to Auto-Prep.

The HTML in the template should restrict the printed page size of the letter part to leave room for the check/coupon. Also it needs to include style sheet elements used by the check/coupon part, even though the check/coupon does not appear in the prepped letter on the Case.
Create a new Standard Letter to act as the Check/Coupon portion. Include both the bookmarks and template and set the Letter Type to the one created in step 1. This Standard Letter needs to follow the same standard as a standalone check does (Processing Checks and Coupons).
1. For checks, update the Enclosure’s Checking Account definition with this Standard Letter.
2. For a coupon, update the Enclosure’s Coupon Standard Letter with this Standard Letter. The appropriate enclosure will be added to the case and also linked to the letter added to the case in step 2. If you use a style sheet, it must be included in the base Standard Letter, since that part of the Check/Coupon Standard Letter File is ignored. This is appended to the prepared letter, just before the HTML end tags, when the Manage Batch process is run and the Check/Coupon Document is created.
  
  In Process Batch, the new Letter Check/Coupon type will be in its own Batch Document, which contains the letters with its related check/coupon appended. The check/coupon numbers are assigned and set in the check/coupon register at the time of printing, like other check/coupons. The Letter portion does not appear in a separate Batch letter document.

Note: The Letter Type associated with the Standard Letter in Step 2 does not have to be the exact same Letter Type as used in step 3; however, they both must have a Fulfillment Type of Printed Letter and Check or Printed Letter and Coupon.