Letters: Retrieve/Reprint Past Letters

Retrieve/Reprint Past Letters

From the Letters Page

Every Letter that was sent out through Admire is listed in the Letters History.

Use this screen to retrieve documents already sent out or printed.  Here you can reprint them, resend them via a different delivery method then originally set up (switch from Print to Email for vice versa) or simply view them.

• Select the  icon from the Admire sidebar.

• The Letters page will display. 

• Select the second tab:  .

  

• Select the account you wish to reprint.  You can use the Shift and Ctrl keys to select multiple Letters.

• Click on the  button that appears in the top right corner.

• The document will generate as a PDF and download to your computer.

• Alternatively, select the  at the end of the line and select either Print or Email from the menu that appears.

  

• Additionally, you can select  to preview the document.

From the Account

All Letters that were generated and either emailed or printed are available for viewing on the account level.  They can be resent from here the same way they were originally sent or via a different delivery method.

• Open the account with the information you wish to view.

  

• On the right side of the page is the Activity section (boxed in red).  You can view all generated Letters here.

• Recent activity displays first.

• You can search to find a specific Letters type.

  • Select the down arrow next to  .

  • Select which Letters you with to view from the menu
     .

  • All the Letters of that type that were sent out will display.

  • Select the   icon next to each item to display it on a larger screen with more details.

    

  • Click  to view the actual document.

From the Pledge/Payment Screen

All Letters that were generated for a pledge/payment can be viewed and resent from that actual data's screen itself.

• Open up the account with the pledge/payment you wish to view the letter.

• Select either the Pledges or Payments tab depending on what you would like to view.

• Scroll to find the pledge/payment and click on it.

• Pledge/payment details will open in the right side.

• Scroll to the bottom to view the Letters information.  

• Click the down arrow to expand and view more details on the Letter.

• To resend the letter, click on and then choose either Email or Print.

  

Re-evaluating a Letter that was skipped

Although initially a user might have chosen to skip a Letter from being emailed or printed you may wish to re-visit the situation and change this decision.  Admire allows you to go back to skipped Letters and re-evaluate them.  There are two ways to re-evaluate Letters that were skipped: 1. From the actual Pledge/Payment screen 2. From Lists.

Re-evaluating a Letter from the Pledge/Payment Screen

• Open the account with the skipped Letter you wish to re-visit.

• Choose the Pledge or Payment tab on the account depending on what type of Letter you are looking for.

• Click on the actual pledge/payment and the right side screen will open with all the details.

• Scroll to the bottom of the page to find the skipped Letter.

  

• Select the  icon to re-evaluate.

• You can then choose  .

• Choosing   will continue to skip.

• Leaving it alone now will send it either to review (if applicable) or Print/Email.

• Choosing   will allow you to preview and review.

Viewing Skipped Letters from Lists

• Go to  the Data Center and .

• Select either Pledges or Payments depending on which kind of Letters you wish to see.

• Click on  .

• Select Letter Status and then “is skipped'“. Filter should look like either of these:

  

• Click on any record on the list to open it.

• Now you can scroll down and re-evaluate it.