Created: 10/16/2014
Please verify that there is a Purge Letter Template setup in the Waiting List Module before you begin. (Go to Tools>>Merge Setup>>Merge Template)
Select one of the following for instructions:
Public Housing/Multi Family Purge Letters
Go to Reports>>Waiting List (By Bedroom Size)
Select the Waiting List
There are many selection available; however, for purging, leave options as they appear
Checkmark the Create Merge Interface box (bottom left)
This box MUST be checked for the system to create a batch of letters based on the current Waiting List report
Click the Preview Button
Close the report
Go to Reports>>Batch Letters and Forms (at bottom)
Select the Letter Code for the purge template - click on the magnifying glass to see available letters
Click the Build from Last Report button along the right side
Change the Letter Date if needed (this date usually prints at the top of the letter)
The grid should display the applicants in the order they appeared on the report
Click the Print Batch button
Click the Start button
After all letters are printed, close the screen
Go to Reports>>Waiting List (All Bedroom Sizes)
Select the Application For
Select the Waiting List
There are many selection available; however, for purging, leave options as they appear
Checkmark the Create Merge Interface box (bottom left)
This box MUST be checked for the system to create a batch of letters based on the current Waiting List report
Click the Preview Button
Close the report
Go to Reports>>Batch Letters and Forms (at bottom)
Select the Letter Code for the purge template - click on the magnifying glass to see available letters
Click the Build from Last Report button along the right side
Change the Letter Date if needed (this date usually prints at the top of the letter)
The grid should display the applicants in the order they appeared on the report
Click the Print Batch button
Click the Start button
After all letters are printed, close the screen