How_do_I_use_automatic_letter_selection_

How do I use automatic letter selection?

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.

 You would use Automatic Letter Selection to have the court system automatically choose and generate the appropriate letters or forms based on predefined conditions or case activity. This helps reduce manual work, improves consistency, and ensures notices are sent promptly and accurately. Courts commonly use automatic selection for payment reminders, delinquent notices, hearing notifications, and other routine court communications.

 

Step 1: Print a Follow-up List

Print the Follow-up List to review the cases with actions that fall in the date range. This step ensures the report selection criteria that you will use to set up Batch Letters/Forms is correct. To learn more, see Follow-up List in the Reports menu.

Do this...

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

2. Set up the report options and click to select the Send to Batch Letters/Forms checkbox.

 

3. Click Print (CTRL+P).

Use the Follow-up List to review the form or letter that will print for each case number. Printing the Follow-up List or closing the preview pane will open the Automatic Letter Selection window for printing batch letters and forms.


Step 2: Print Batch Letters/Forms

Use the Automatic Letter Selection window to print the letters and forms for the selected actions. Remember, the report will select the case numbers based on the action and follow-up date range that you selected for the selection criteria.

Do this...

1. Use the Automatic Letter Selection window to click .

 

NotesWhat if the Automatic Letter Selection window does not launch? Manually open Batch Letters/Forms (Reports > Batch Letters/Forms) and then click Automatic Letter Selection .


2. Use the Selection form to move an action to the Selected Items list,

Connect will print the letters and forms that are assigned to the action. To see which letters and forms will print, see the action code (Organization > Action Codes).

 

Click OK.

 

The Selection List on the Batch Letters/Forms tab displays the cases that include the selected action.

3. Review the case numbers in the Selection List.

Click on each case number to select it. If you need to add extra information to the form before it can print, you will see the additional variables in the Specific Variables area (located at the bottom of the Batch Letters/Forms tab).

 

4. Click Print (CTRL+P).

  1. When the form or letter prints, you may be prompted to enter additional information that the system will use to print on the letter or form. Follow the instructions that appear on the screen to enter the report variables.
  2. When the form prints, the system will create a transaction in the case to record the form type and printing date.

 

 

    • Related Articles

    • How do I use manual letter selection?

      You would use Manual Letter Selection to choose specific letters or forms to print for individual cases or defendants instead of generating them automatically. This gives court staff greater control over which notices are sent and when they are ...

    • How do I add a letter/form? (Action Codes)

      Set up an action code to print a letter or form. Then, add the action code to a disposition. When you enter the disposition and then you run the Batch Letters/Forms report, cases that have the action code will be included in the cases that will print ...

    • How do I set up automatic authorization?

      When you use automatic authorization, the OAuth token will not expire; however, you can remove the "active" status to disable an active OAuth token. Before you get started You'll need to work with the third party to review requirements Request the ...

    • How do I change my default options for batch letters/forms?

      You would change your default options for Batch Letters and Forms to customize how notices and documents are generated and processed for your court’s workflow. Adjusting default settings can control items such as which letters print automatically, ...

    • 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 ...