Printing Sales Verification Letters in Mass

To print sales verification letters in mass, start by running an Index for all accounts flagged pending in the sales file.

From Main Menu, CLICK Sales — Instrument Data

CLICK Order — Index

CLICK Create — Temporary Index

Verification Flag: 1 (includes all Pending Verification Letters)
Filing Date: 01/01/2019..01/31/2019 (Type the date range you want to print letters for. In this example, it’s the month of January.)

CLICK the Lightening Bolt
CLICK Exit on the pop up screen.

From the Index
CLICK File — Print — Verification Letter

A box will pop up with your print options.
CLICK All Records to select all records in the Index.
CLICK Continue to Print