Create your acknowledgement and document templates first, then use the Send Document option within the RPI to generate personalised communications. All sent documents are stored automatically on the constituent’s Timeline and in the RPI history.
Set Up RPI Letters and Emails
Go to Settings.
Select Acknowledgements and Documents.
Create the documents you need for RPI communications.
Create both print and email versions if you plan to support multiple delivery methods.
Send a Document from an RPI
Open the Recurring Payment Instruction you want to communicate about.
From the Manage menu, select Send Document.
Choose the letter or email template you want to use.
Review the document preview, merge fields will populate automatically.
Edit the content if needed.
Print or send the document.
A record of the communication is automatically created as an Activity on the constituent’s Timeline and also appears in the RPI History.