How do I change my default options for batch letters/forms?
Changing the report order
Change the default sorting order for action codes, defendant names, and case numbers.
Do this...
1. Open Connect Court Management > Defendants > Batch Letters/Forms.
2. Click Options (F12).
3. Use the Report Order section to set the default sorting preference for each item.
Use the to change the sorting order for each report column to ascending or descending.
4. Click OK.
The sorting preference is saved.
Choosing my default letters/forms report definition
1. Open Connect Court Management > Defendants > Batch Letters/Forms.
2. Click Options (F12).
3. Use the Letters/Forms Report Definition box to select the default report definition for printing.
4. Click OK.
The default report definition is saved.
Choosing manual or automatic selection
Use automatic selection to print all of the letters and forms at the same time for the selected action code. Use manual selection to add an action code to print a letter or form to a case number.
Do this...
1. Open Connect Court Management > Defendants > Batch Letters/Forms.
2. Click Options (F12).
3. Click to select the Default Automatic Selection checkbox.
To open Batch Letters/Forms view in manual selection mode, remove the checkmark from the Default Automatic Selection checkbox.
4. Click OK.
The Batch Letters/Forms view will open
in automatic selection mode.
Using bold type to highlight forms that require more information
Use bold type to show actions that require a specific name to process the letter or form.
Do this...
1. Open Connect Court Management > Defendants > Batch Letters/Forms.
2. Click Options (F12).
3. Click to select the Bold checkbox.
4. Click OK.
Forms with specific names will be displayed
in bold type.
Using color to highlight actions that require more information
Use a color code to identify actions that require users to enter additional information. For example, Jane displays form names that require additional information in the color red so she will know when a form has variables that she will need to enter before the form can print.
Do this...
1. Open Connect Court Management > Defendants > Batch Letters/Forms.
2. Click Options (F12).
3. Click Color .
4. Use the Color window to select a color.
5. Click OK.
The default color is saved.
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