Dunning Letters Templates

You can create Dunning Letter templates and store them on your Sagitta system. The method for creating them is the same as for creating for Sagitta Certificate/EPI Attachments.

• The LetterElements.pdf file is placed on the ASD server during the ASD installation. It contains a list of all the available letter-template data elements.

• Once you create and scan your letter templates, you can store them in the Letters Grid on the ASD server Personalization page as PDF files.
• The Text Field Tool in Adobe Acrobat Pro is used to copy data elements from the Dunning Elements.pdf document to the letter templates where dynamic prefill is desired.
• Images such as logos or signatures desired on forms must be part of the template residing on the Letters grid: Sagitta cannot transmit images such as logos or signatures to templates.

Data on the letter templates primarily pulls from the associated policy record.

• Division information references Division listed at the Policy level
• Producers and Servicer information reference those listed at the Policy level
• Payment Remittance Date is calculated as System Date + # Days Payment Remittance value entered on the Accounting Flags page.

Compressed Address fields are available for Client, Bill-To, Division and Department. Using these fields instead of the standard address fields will;

• Realign lines horizontally when printing 2- vs. 3-line addresses
• Strip spaces between values when printing City, State and Zip on a single line

When creating templates, embed fields as follows: (File)CompressedAddr1 (File)CompressedAddr2 (File)CompressedAddr3

Printed results when Address 1 and Address 2, City, State and Zip are populated in the database:

Printed results when Address 1 (only), City, State and Zip are populated in the database:

Further detail on creating dynamic letter templates can be found in the “Creation of Dynamic Dunning Letters using Adobe Acrobat Pro” file.