Letters: Review

Review

Admire Letters gives you the option to have Receipts & Payment Acknowledgements reviewed before being sent out or to print.
Invoices are not able to be reviewed at all, as the review process causes a time lapse which can potentially create inaccuracies.  
However Pledge Acknowledgements must be reviewed before getting sent out or printed.

Turning Review Off/On

• Select None in the Review drop-down to turn off the Review option on Receipts & Payment Acknowledgements.
• Select User in the Review drop-down to turn on the Review option & to select which user should be the review.
• This will open the full list of Admire users.
• You can select the user or search for one in the Find a user box on the top of the list.
• The Letters generated that need review will then be assigned to the selected user.  In the Letters screen the reviewer will have the number of Letters awaiting for his/her review available and will also receive a weekly email notification when Letters are waiting to be reviewed by him/her.

How Review Works

In the Letters Page the reviewer will access the waiting documents.  They have the option to do a quick review or a detailed one.  If they choose to do the detailed review then they also can personalize the documents as well.

• Only the specific user who was selected for Review is able to do so.

• Select on the Admire left sidebar to access the Letters page.
• Select located on the top right.  
• The number in () after the words "Review and Personalize" is the amount of documents waiting for this Admire user to review.
• If Letters are open for review for more than 3 days the reviewer will receive a weekly email reminder to take care of it.
• The Review Letters screen opens.
• Each letter is displayed with which type it is, what date it came into the queue, the amount and address.
• Use the drop-down next to to display only one type of Letters.
• Select  to preview the document.
• Select  to skip that document and remove it from the queue.
• Select to mark all of the Letters listed as reviewed.
• Select  to open to a more detailed review screen.
• The Detailed review opens each document preview together will the accounts information on the side.
  • Each letter is displayed in its own screen with all its relevant information.
• If desired, add a personal message to display on the Letter, here:
  .
• Select to skip that document and remove it from the queue.  
• Click on  to approve this Letter and have it sent out/email or added to the print queue.
• Select  to go back to the original quick review screen.

It is important to remember:

When you make changes to a Letters type and there are pending letters that might get affected by your changes the following warning message will pop up: 

• Select  to apply these changes to the pending letters.