- In Records, open the appropriate applicant or student record
- Select the Actions tab:
- To print a predefined action letter, in the Action letter field, select a letter format and click the Letter button. A processing screen appears as the letter merges and then Word opens displaying the merged letter.
For more information on setting up predefined letters, refer to How to add letters to Configuration (BB203234).
- To print a quick letter, click the Letter button. Word opens to a document with applicant information merged into the heading. The rest of the document is blank so you can create a custom letter on the fly.
Connect and collaborate with fellow Blackbaud users.