Pending Letter

When sending correspondence, you can save a letter template as a pending letter, so that it can be sent at a later time.

Steps to Save a Letter Template as a Pending Letter

(!!) Note: Correspondence Templates (letter templates) must be configured by your administrator before you can save them as pending letters.

1. Navigate to the Correspondence menu of the Request in which you want to save a pending letter. The Send Correspondence Tab will be displayed by default.
   
   

2. Click Letter Template. The Add Attachment from Letter Template screen displays.
   
   

3. From the Select Action Office drop-down menu, select the Action Office associated with the letter template you want to save as a pending letter.
   
   

4. From the Select Letter Template drop-down menu, select the letter template you want to save as a pending letter.
   
   

5. Click Customize for Pending.
   
   

6. Edit the letter template as necessary, and then click Save as Pending.
   
   

7. After being saved, all pending letters displays under the Add From menu, from which they can be attached to correspondence being sent.

Steps to Attach a Pending Letter to Correspondence

1. From the Send Correspondence tab, click Pending Letter.
   
   

2. From the Select Pending Letter drop-down menu, select the pending letter you want to attach.
   
   

3. Click Customize.
   
   

4. Edit the pending letter if necessary, and then click Add to List.
   
   

5. The pending letter displays on the Send Correspondence tab.