First select the letter template from the Template list and make sure there are no changes that are necessary to the template before using it to send out to your people. Click on the Go to Distribution List button on the bottom right corner to set up the list of people who should get the letter.
Distribution List
The distribution list can be generated by manually selecting the names of the people from the Personnel Selection list on the left. You can search by Last Name or just scroll down through the list to find the person’s name. Click on the name of the person to add them to the Distribution List.
The alternative way to generate the Distribution List is to click on the Advanced Search button and enter the search criteria for finding the people who are to get the letters.
Once you have the group of people in the Distribution List, you can manually remove one or more people by clicking on the Remove icon or add to the list by selecting a name from the Personnel Selection List on the left. Note the radio buttons at the top of the list to modify the Distribution List based on only one letter per person or one letter per job.
If you are sending the letters out by a form of email, you will want to visually look for any “envelope” icon that is in red that indicates an email address is missing for a person in the list.