This utility will allow you to create a #10 Envelope for any contact. Use the search tool to find the decedent, once you've selected the desired case, you will see a pop up with all client and participant contacts on this case.
You can select as many contacts as you'd like, and when you hit "Create" it will open a new tab with each envelope populated with the necessary information.
If a client contact does not have an address entered, you may see "Incomplete Address", to fix this, go back to the case itself and update the contact(s) there. If a participant contact shows "Incomplete Address" go to Setup -> Gatherings => Participant Maintenance to update the contact information.
Comments
0 comments
Please sign in to leave a comment.