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How do I set up the Follow-up List to print letters and forms right away?

When you print the Follow-up List, you can set up the report options to print letters, forms, or both letters and forms to the individuals who have been included on the Follow-up List. If you choose this option, the Automatic Letter Selection window will display a list of follow-up letters and forms to print.   

You would set up the Follow-Up List to print letters and forms right away so the court can automatically generate notices and required documents as soon as follow-up actions are identified. This helps save time, reduces manual processing, and ensures defendants receive timely communication about payments, hearings, compliance requirements, or other court actions. It also helps maintain consistency and documentation in the court’s follow-up and collection processes.

Sending to batch letters/forms

1. Open Connect Court Management > Reports > Follow-up List.

2. Click to select the Send to Batch Letters/Forms checkbox.

 

Printing batch letters/forms

1. Open Connect Court Management > Reports > Batch Letters/Forms.


 

 

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