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Comment: Changed "wish" to "want" to comply with IDD Standards


  • The first filter starts with a list of individuals based on the Document type you selected. It can be narrowed by removing individuals from the list that shouldn't receive the correspondence. For example, if the document type is Students, then students appear in the filtered list and individual students can be added to the list.
  • The second filter is based on saved search criteria. This criteria can be set up and saved by clicking Searches. Use this filter method when the list of recipients is more complex than a general group of individuals. For example, you may wish want to send a letter to active senior students or to the parents of 4K children with no immunization records.