How do I set up batch letters and forms?
A batch is a group of reports that are submitted together for printing. Use Batch Letters/Forms to print letters and forms for a single case or a group of cases.
You would set up Batch Letters and Forms to automatically generate large groups of notices, reminders, or court documents for multiple cases at one time. This helps court staff save time, improve efficiency, and ensure consistent communication with defendants and other parties. Courts commonly use batch processing for delinquent notices, hearing reminders, payment follow-ups, and other recurring court correspondence.
Manual vs. Automatic Letter Selection
Use Manual mode to add an action to a case and then print the letters and forms for the selected action. You can add actions to additional cases in Manual mode, but you can only do so one case at a time.
Use Automatic mode to select a range of dates and actions, which the system will use to find cases with a follow-up action in the date range. Then, the report will print all of the letters and forms for the selected actions on all of the selected cases.
Important! Printing batch forms will require a form layout. Use Connect Court Management > Organization > Forms to create a new form layout.
Webinar: Batch letters and forms
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