Collect! Credit and Collection Software™

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How To Use Letter Service

For an agency which has considerable volume of debtor letters to be printed a day, where time and wear & tear on your printers are excessive and your staff can't keep up with folding/envelope stuffing to get your mailings out in a timely manner, you may be

ready to consider outsourcing your daily debtor letter batches to a professional mail house. The benefit of these service providers is that they have the industrial equipment to output your thousands of letters daily without delay and at a cost savings as compared to what you currently spend on supplies, equipment, time and labor.

Letter Service is a functionality that allows you to output to electronic file the "insert" portions of your letters which are sent to the provider of your choice. You Letter Service provider has set up your letters in advance and is able to read your

data files, outputting hard-copy letters in their entirety from the variable data field content only data you provide.

Item Check List of what you need to be able to do, or have already taken care of doing, in advance of utilizing the Letter Service feature are:

  • You are able to print a letter to one or more debtors.
  • Understand and use Letter Contacts on batches of debtor accounts
  • Have contracted with a Letter Service provider and have already provided them with template output of your letter templates, or are in the process of having your letter templates set up with said provider. See the end of this document for a few providers of this type of service.
  • You are able to save and retrieve a file from a prescribed path on your workstation or from a path on a network drive.
  • You have you purchased a license for the add-on Letter Service module from Administration at 250-391-0466 option 3.

When you use Letter Service, the transmission of your daily file from your office to your provider can take place by sending them the file via an email attachment, internet drop-off on a website or via an online FTP transfer. Our Technical Services team

have successfully installed processes which delivers your daily file by FTP drop-off using a .bat file in a Windows Scheduler. Contact us for pricing if you would like to explore this convenient automation for your own site.

Setup With Your Provider

Assign a numeric code to each of the letters that you will be using for letter service. Create a full printout of the letter populated with realistic data so that they can see exactly how each letter is to look and where all the data insert fields are within each letter form. Find out from your provider whether they prefer Ontario or Non-Ontario standard format for the data files, as you have the choice of which type you can output. If they prefer a custom format, Collect! may be able to support it. Please refer to the help topic How to Setup Letter Service File Format - Not Ontario Format for more information.

Once your provider has all the letters set up on their end, it is time to create a test file on your side to submit to them.

Useful Note Letter Service output is completely separate and apart from inhouse hard-copy letter printing. Your company can still

print internally and generate any letter you need to either on a per file basis or batch, when needed.

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Creating A Debtor Letter For Letter Service

Choose the menu path "Print\ Customize Printing\Edit Report Templates".

Print Menu - Edit Reports

This will display a list of all reports in your system print menu.

Report Definition List

Use your arrow keys to navigate to the first letter you plan to use in Letter Service and stop when your letter name is highlighted. Press your spacebar to highlight this letter name. Click Ctrl+V to copy, then Ctrl+C to paste. Now you will have two versions of this letter in your print menu. Rename the new copy you just made to be LSLetter1 if the original name was Letter1, for example. You will be making changes to both the inside of the letter body and the Report Options to change this to a Letter Service style output.

For simple letters (that do not contain complex use of variables, conditional logic or record loops), your Report Body will end up appearing as only the Printable Field Codes showing that are to be inserted into your letters. The Letter Service company does not need or want you to have the whole letter, static content and all, in the text file you will delivery to them daily - just the the variable data for the individual debtors and the indicators as to which letter number to use on their end.

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Modify Your Letter Report Body

Remove all codes that pertain to formatting (i.e. margins or lines, boxes), font changes, printer control codes, commented out lines (being lines beginning with slashes), and all hard-coded text.

Your original letter that prints out, might look like this:

Report Body BEFORE Letter Service Edit

After you have prepared the inside of your LSLetter1, the Report Body should look like this:

Report Body AFTER Letter Service Edit

Now that you have prepared the inside of the Report Body to output only that which your provider needs, the next step is to set the LS options. With the Report Definitions screen still open, click the Options button in the lower left corner of the window.

Report Options Screen

You are interested in the upper left area of the Report Options screen.

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Set this field to "File".

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File Name

Leave this blank. When you create a letter service batch output every day, you will define the filename when prompted to do so during the creation of the output text file you will send to your provider.

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Letter Number

Enter a number in the Letter Number field, as shown. This number must be unique to this letter and must be consistent with the letter format and ID number you gave to the letter service provider..

ONLY the letters with a number entered in the field labeled Letter Number will be picked up in the Letter Service Batch.

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Don't Prompt On File Overwrite

If you are using the Collect! Scheduler, it is very important not to have any prompts which require end user input on unattended

processes. It is recommended for rollback capability in the event your provider asks you to resend a file for any reason, that you save a dated copy of your letter service output files so that you have ongoing record of what you sent. These may be deleted

after a few weeks and no need to reproduce one has arisen.

If you will be using the same filename daily for your output text file, you will be responsible for making and keeping dated versions of these files wherever is convenient on your network.

If you want to optimize, have your inhouse IT Tech or contact our Technical Services department for pricing to have a custom

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NCOA Check

This switch can be checked On if you have enabled this address checking service with your letter service provider. This switch checked ON alerts your provider to do an address check on any account that you have flagged as Address Not OK. That means the check box labeled Address OK on the main debtor screen is switched OFF, indicating that the address is either not verified or return mail was received previously. Each site has their own interpretation of this switch being Off or On. The Letter Service module construes the Address OK switch being Off as qualifying for an NCOA check.

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Test Your Letter

This letter must now be set up a Letter contact on some test accounts in order to create a test file for your Letter Service provider. Make sure to send them a pdf test templates containing ALL of the letters you will be sending them during the course of normal operations. They need to set up each letter format separately in THEIR system, just like you had to set up the letters in your system.

Navigate to your test debtor(s) and click into the Contacts Tab. Click New to create a new Contact. Choose the Type to be Letter, then click the drop-down arrow at the far right of the Description field and navigate to one of your LSLetter templates and select it. So you can run a full test at once of all your templates, leave the Due Date as current.

After you have set up a Letter contact for all of your LS templates, you are ready to create a test output text file.

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Running Letter Service On Scheduled Letters

To generate the data file to send to your service provider:

1. Select the menu path "Print\Daily Reports\Letter Service Bureau".

Print - Daily Reports - Letter Service Bureau

2. You will get a Batch Letter Options popup that looks exactly the same as the one you normally get to print hard-copy letters inhouse. That is fine, and you are in the right spot.

Batch Letter Options

Like with hard-copy printed batches, you have the same areas of control where you can opt to increase or decrease the default date range or modify any of the settings on the screen.

Useful Note If you select Set options in advance, you can eliminate prompts for Address Not OK, Cosigners and Closed accounts. This frees you up from having to monitor the batch process and be available to answer the prompts on

a per file basis because you've already decisioned this for the whole batch. There will be no prompts to answer questions if you set this switch.

3. When you are ready, click the PRINT button on the Batch Letter Options screen to continue. The process knows it is writing out to a file, it is not really going to print anything. Most importantly, it does NOT cause any of your non-letter service letters to be launched: only the templates you have indicated with a number in the Report Options as having a Letter Number.

When the next window pops up, you will see that it is called "Letter Service" and that it has the "Letter service" output indicated as well as "Save to file only" radio buttons activated.

Report Output Options

By default, the output file will be saved in CV12\bin\global\masterdb\letters. You can change the path and/or the name of the file that is output as you wish. The singular necessity is that the filename have the file extension ".txt".

4. Select the PRINT button to output your letter service file.

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NCOA Check Through Letter Service

The NCOA check (National Change Of Address) is an option that your letter service provider may provide, but there is an additional fee for each address they attempt to verify.

As mentioned previously in this page, the NCOA check is enabled through the Report Options screen on a per Letter format basis. When NCOA check is enabled for a letter, the process will output an NCOA code for every debtor or cosigner letter printed to an unverified address - meaning the "Address OK" switch on the debtor screen is NOT checked. Depending on your internal processes, this switch being unchecked can be a function of return mail previously and/or a known bad address OR it could be unchecked in the absence of a formal verification that the address is good. The code output with the letter service file triggers your letter service provider to check that address and return NCOA information to you.

If you did not enable NCOA check and your process includes debtors with Address OK switches unchecked, you will be prompted as below, if you had clicked 'Prompt when there is a choice' in Batch Letter Options.

Bad Address Prompt

If you select YES, this debtor's information will be included in the letter service file, but without the NCOA code.

If you select NO, the debtor will be ignored and not output to the file.

If you select ALL, all unverified addresses - meaning any addresses in your system that have the Address OK switch unchecked on debtor or cosigner screens - they will be printed with no further prompts.

Useful Note You may choose to set options in advance and select Print to unverified addresses in Batch Letter Options to output all unchecked Address OK accounts with no further prompts.

#K#03 Segment

The #K#03 segment is an addition to the letter service module to match new file format standards required by letter service providers. This switch is enabled via the menu path "System\Preferences\Reports and Printing\Printer and Report Setup\Insert #K#03 segment".

Useful Note This is the same setup screen where you indicate whether you are outputting to your letter service provider in Ontario or Non-Ontario letter service output format.

A letter sent to letter service with NCOA enabled will print letters to debtors with bad addresses preceded by the #K#02 segment.

This tells the letter service that this debtor has a bad address. It also attaches a "D" for Debtor and "C" for Cosigner to the

File Number.

Example: ^D1400^ for Debtor, or ^C1400^ for Cosigner.

Useful Note The Dfilenumber and Cfilenumber are used by Collect!'s Import NCOA feature to update records returned from NCOA.

All other debtor letters print normally, with no special formatting. With the #K#03 Segment switch ON, debtors with bad addresses will still receive the #K#02 segment, but in addition, debtors with good addresses will now be preceded by the #K#03 segment. This means that even good addresses will have the Dfilenumber or the Cfilenumber, as described above. That way,

you can also update good addresses when NCOA returns data.

Useful Note When you use the Import NCOA option to update records after an NCOA check, Collect! expects to find the Debtor and Cosigner identifiers. These will be correct only if you have switched ON NCOA as described above. If you wish to check

"OK" addresses as well, you need to have the #K#03 preference set to insert the segment.

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Sending To Cosigners

If you chose 'Prompt when there is a choice' in the Batch Letter Options screen, you will also receive a prompt asking you if you would like to send the letter to the cosigners, if your debtors have cosigners.

Print To Cosigners Prompt

Useful Note Select "Set options in advance" to decision all the questions needed to be answered pre-batch and negate being prompted

on a per file basis throughout the batch.

The Cosigner Tab can contain many kinds of "other" parties, inclusive of those that are not responsible on the debt. You can restrict printing to records with the "Class" set to "Cosigner" by checking the switch in the menu path "System\Preferences\Reports and Printing\Printer and Report Setup", and check the "Restrict to cosigners only". Refer to the Help Topic, Report and Printer Setups for more details.

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Additional Prompts

You may receive additional popup questions or warnings depending on situations that Collect! encounters. Answer YES or NO, according to your requirements.

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Mark Batch As Completed

This screen will ask whether you would like this letter batch marked as completed. If you select YES, this batch of letters will be marked as Completed and it will be removed from the pending queue.

Prompt To Mark Contacts Done

You will receive a popup message acknowledging how many letters were processed to the file.

You will also be given the option of printing a summary report to an operator's WIP List. You do not need to do this unless your site requires logging of successful batch completions. If you do opt to receive this, click "Yes" to view the list of operators, and make your choice of which ID you will send the batch summary to. The next time you reload the WIP list for that operator, the Batch Summary Report will show up in their WIP.

Print Summary Report To WIP List

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Address Not OK

If a Debtor or Cosigner was skipped because of a bad address, the Letter contact is not marked Completed, but is instead left "In Progress" with an indicator written to the contact's Attachment field. It will say 0 indicates that the Debtor was skipped, OR 1 indicates that the Cosigner was skipped. If the Address OK switch is checked back ON at a future date, then this contact will be processed the next time you print your Letter Service file from the date that the address was put back in OK standing. Using the indicator as a safeguard, Collect! will not print the same letter twice to the same Debtor or Cosigner.

Useful Note You can also view the Application Log via the menu path \System\Diagnostics to determine which Debtors and Cosigners were skipped when the batch was processed.

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Letter Service File

If you would like to confirm that the letters that you wanted sent out to your mailing house provider were output to the file, open your output file in Notepad (or the pure text editor of your choice) and review it. You will need to navigate the path to where you saved the file, right click on it and use the option to "Open with" in your windows File Explorer, and open it with Notepad.

Warning Note WARNING: Do NOT open these text files in a word processor application like Word or Wordpad. The control codes inserted and/or modification of file extensions will change the nature of the data file, which will render it unreadable by your letter service provider.

The contents of your file should look something like the following:

Letter Service File Contents

If you have enabled the switch 'Insert #K#03 segment' in the Report And Printer Setup, your file would look slightly different.

Letter Service File With #K#03 Segment

In this case, the NCOA code will be #K#03 for each account that does not have a #K#02 segment.

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Sending Your File To Letter Service

Now you should be ready to send your data to your Letter Service provider by the method agreed upon between yourselves and your provider.

For information about outsourcing your printing to a professional letter service provider, check your local listings or Internet

searches. To assist you, we have listed a few such established companies who service this market here:

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