1. Click Communications
  2. Click Manage Communications
  3. Select the category where you’d like to store the template
  4. Click New Email or Document Template
  5. Name the template
  6. Click Next
  7. Select the Envelopes tab
  8. Click the envelope size
  9. Edit the envelope template if needed
  10. Click Save and Create Documents
  11. Select the query category and query name from the drop down menus; this should be the same query you used to generate the letters
  12. Select the Persona you’d like to use; again, these should be in the same order that you listed them when generating the letters
  13. Click Next
  14. Set the File Management and Grouping to the same options you used for the letters
  15. Click Next
  16. Your letters will not contain a Generated Receipt Number merge values so we can skip this step
  17. Click Next
  18. Select the Receiving option you’d prefer
  19. Click Next
  20. If you’d like to add a note to each account in the query indicating that we created the envelope, mark the Tracking- Journal Contacts checkbox
  21. Click Next
  22. Preview the Summary
  23. Click Run