Sending e-mails and letters using VSys Anywhere is a matter of combining:
Optional header,
Letter template,
Optional footer, and
Filters that identify the recipients.
First pick a Letter template. Remember that VSys Anywhere only supports HTML-based letter templates. The template that you choose drives many of the fields that come up; for example a template based on job assignments will show filters applicable directly to those assignments.
Optionally select Additional e-mail attachments. Any that you add here are sent in addition to those defined in the letter template itself.
Choose how addresses are handled: Address type for e-mails: When looking for an appropriate address type for the recipient, if you select a type here, VSys will try that type first. Note that if you don't explicitly select "Emergency Contact", VSys will never use that address type. CC: e-mails from this address type: If any of these are checked, VSys will cc: any e-mails generated here to e-mail addresses on addresses of those types for this person. Only people with a valid e-mail address: If checked, VSys won't generate a letter for anyone who doesn't have an e-mail address. Include incomplete addresses: When sending a printed letter, you would generally not check this since it allows the letter to be sent to someone whose mailing address is incomplete. When sending an e-mail, we don't care if we can't send a letter by mail. Include records without a matching address: If this isn't checked, and VSys can't find a valid address to use, VSys won't generate a letter at all.
Set other filters as appropriate, including any advanced filters.
