7.17.1 Correspondence Sub Tab

This topic provides information on the correspondence.

To generate an ad hoc correspondence

1. On the Origination, click Origination. Under Origination, click Underwriting. Under Underwriting, click Underwriting tab.
2. Under Underwriting, click Correspondence. Under Correspondence, click Correspondence.

   The Correspondence screen displays.

   Figure 7-19 Correspondence

   
   

   
   Description of "Figure 7-19 Correspondence"

   
   
3. Perform any of the Basic Operations mentioned in Preface.
   A brief description of the fields is given below:

   Table 7-67 Correspondence

   Field	Description
   Correspondence	Select the correspondence user want to generated.
   ID	System displays the correspondence ID.
   Date	System displays the correspondence generation date.

4. Perform any of the Basic Actions mentioned in Preface.

   The Documents section displays all the types of documents available for the type of correspondence user selected.

5. In the Documents section, view the following information for each document:

   Table 7-68 Documents

   Field	Description
   Document ID	Displays the document ID.
   Document	Displays the document description.
   Recipient	Displays the recipient description.
   E-Form Source	Displays the e-form source.
   Source Type	Displays the source type.
   Selected	If selected, indicates that this document is selected to be included in the correspondence.
   Generated	If selected, indicates that the system generated the document.

6. In the Documents section, select the correspondence user want to view.
7. The Document Elements section displays the elements the system used to generate the correspondence. User view the following information:

   Table 7-69 Document Elements

   Field	Description
   Element Type	View the element type.
   Element	View the element description.
   Content	Specify/view the value of the element.

   • Click All to view all elements in the correspondence.

     -or-

   • Click User Defined, to view user-defined elements in the correspondence.
8. In the Document Elements section, click User Defined and complete the Content fields for the Document Element fields user want to include in the correspondence.
9. In the Document Elements section, click Save.
10. In the Documents section, click Generate.

    The system locks the information included in the correspondence and prevents it from being changed.

11. In the Document Elements section, click View.

    The system displays a PDF of the ad hoc correspondence.

This section consists of the following topic:

• Recipient Details Sub Tab
  This topic provides information on the recipient details, which displays recipient information and associated details.