This page lets you quickly add a batch form or letter to your list of documents.
To reach this page
1. Go to the Portfolio level of the app by clicking the left-top logo.
2. Click the Documents tab and the Batch Forms/Letters sublink.
To add a form or letter
1. Select a template then enter a batch name and effective date.
2. Click Run Form.
3. To see your list of forms, click Document Repository.