Batch Forms/Letters

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.