Summary

After completing the Generate step you can view and edit which accounts will be receiving LP Letters before printing.

Step by Step

1     Edit the Letters.

• Open the Edit Letters window (LP> Letters> Edit).
• The Edit Letters window will display all of the licenses that will be included in the letters batch. Licenses are included based on the filter criteria established on the Generate Letters step. Individual licenses can be removed from the batch by highlighting a license and clicking the Delete icon  .
• Each line item will display the Application Number, License Number, Customer Number, Customer Name, License Type, and License amount.
• Click the Save icon when finished.

2     Print the Letters.

• The Form and Tran Date fields will populate with the values specified on the Generate step.
• The Compatibility mode toggle is used to activate compatibility mode for legacy forms that don't use standard Springbrook forms functionality.
  • Springbrook does not recommend using Compatibility mode as it will disable a number of useful form features.
• The Print all Pet Licenses for the same Customer toggle is used to include all pet license information associated with a customer on a single letter.
  • This toggle will only be displayed if the Pet Licenses field in LP Settings is set to Active.
• The format and information included on the printed letters is determined by which Form is selected.
• Click the Print icon   to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).

3     Print the Licenses. This is an optional step.

• The License Print window is used to print a license for each of the licenses or permits included in a Letters batch.
• Open the License Print window (LP> Letters> Licenses).
• Click the Name field label to open the License Setup Selection window.
  • The License Setup Selection window will display all of the license setups created in the application. License setups are used to configure how printed licenses are displayed.
  • License setups are created and maintained on the License Setup Maintenance window (LP> Maintenance> License Setup).
• The Logo Location field is used to specify where the organization logo will display on the printed license header.
  • The logo location will affect how the Header 1-3 fields specified on the license setup will be displayed.
• The Licenses Per Page field is used to specify whether you would like to print one license per page or three licenses per page.
  • The Fee Options field will automatically be set to None if you choose to print three licenses per page.
• The Fee Options field is used to specify whether the printed report will display no fee information, fees only, fees and units, or fees, units and descriptions.
• The Printer Adjustment field is used to adjust where the first line of the statements will print. If you adjust the alignment of the statements you may want to print a test statement before printing a large batch.
  • Zero is the system default. Adjusting the value up will move the first line of the statement up on the printed page and adjusting the value down will move the first line down.
• Click the Print icon   to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).

4     Commit the Letters batch.

• Open the Commit Letters batch window (LP> Letters> Commit).
• Click the OK button to commit the batch.
• Committing a letters batch will create a Letter row on the License Maintenance window (LP> Maintenance> License Maintenance> History tab). Committed letters batches will display in black while uncommitted batches will display in red.