Creating a Personal Collateral Kit
If you have collateral items that you often send together, you can bundle them into a kit that can then be referenced as a single collateral item. You can also create personal collateral kits for your own use. You can have as many kits; the same collateral item can be listed in more than one kit.
1. From the Navigator, choose Mailings Personal Collateral Kit to open the Personal Collateral Kits window.
2. Name the kit and give it a description.
3. Enter the collateral items you want in your kit in the Kit Contents region.
Code: A unique identifier for the collateral kit. Your system administrator decides if kit code is system or user generated.
If you are familiar with the items you want in the kit, you can enter them directly into the Kit Contents region. If you do not know the names of the collateral items to include in the kit, choose the Select Items button to view and select collateral items by category. You may also use the list of values key to see a list of all collateral items.
4. Choose Save on the toolbar to add the personal collateral kit to the database.
To create a personal collateral kit: