How To Create a Batch of Purge Letters

Verify that there is a Purge Letter Template setup in the Waiting List Module before you begin.

NAVIGATION: TOOLS menu > Merge Setup > Merge Template

Public Housing/Multi Family Purge Letters

NAVIGATION: REPORTS menu > Waiting List (By Bedroom Size)

1. Select the APPLICATION FOR.
2. Select the WAITING LIST.
3. There are many selections available; however, for purging, leave options as they appear
4. Check the CREATE MERGE INTERFACE box (bottom left).
5. This box MUST be checked for the system to create a batch of letters based on the current Waiting List report.
6. Press the PREVIEW Button.
7. Close the report.

NAVIGATION: REPORTS menu > Batch Letters and Forms (at bottom)

1. Select the Letter Code for the purge template - click on the magnifying glass to see available letters.
2. Press the BUILD FROM LAST REPORT button along the right side.
3. Change the Letter Date if needed (this date usually prints at the top of the letter).
4. The grid should display the applicants in the order they appeared on the report.
5. Press the PRINT BATCH button.
6. Press the START button.
7. After all letters are printed, close the screen.

 Section 8 Purge Letters

NAVIGATION:  REPORTS menu > Waiting List (All Bedroom Sizes)

1. Select the APPLICATION FOR.
2. Select the WAITING LIST.
3. There are many selections available; however, for purging, leave options as they appear.
4. Check the CREATE MERGE INTERFACE box (bottom left).
   1. This box MUST be checked for the system to create a batch of letters based on the current Waiting List report.
5. Press the PREVIEW Button.
6. Close the report.

NAVIGATION: REPORTS menu > Batch Letters and Forms (at bottom)

1. Select the Letter Code for the purge template - press the magnifying glass to see available letters.
2. Press the BUILD FROM LAST REPORT button along the right side.
3. Change the Letter Date if needed (this date usually prints at the top of the letter).
4. The grid should display the applicants in the order they appeared on the report.
5. Press the PRINT BATCH button.
6. Press the START button.
7. After all letters are printed, close the screen.

 2/2021