Revised:  05/16/2013

Custom Forms and Letters

Also known as Horizon Section 8 Letter Merge

Go to Maintain>>Tenants (Active)>>Quick Link>>Custom Forms and Letters

or go to Inquiries>>View Inactive Tenants>>Quick Link>>Custom Forms and Letters

This program allows the user to select forms or letters that have been setup in the Merge Template to be printed with merged tenant information.

Function Menu

The function menu at the top of the Horizon Section 8 Letter Merge includes such items as clear and close.  For more information on functions, click here.

Header

Displays the tenant number and name of the tenant.  You may select a different tenant.

Letters

In the letters window/grid are displayed forms and letters that have been setup in the merge template.  Click in the box to checkmark a letter/form to select it for printing.

For example:

If you checkmark the Medical/Deduction Verification group header all of the forms/letters listed under the header will print for this tenant or household member if they have a deduction entered that has been tied in Deduction Codes to a Letter Interfaced with Section 8.

Letter Date

The letter date field is a merge field that may be included in forms or letters.  The merged field will print any date that is entered or selected here.

All Categories

Select a Category to filter forms or letters.

If Categories have not been setup and assigned to letters or forms in the Merge Template, the default of All Categories will be the only selection available.

Sort Order

The displayed forms/letters may be viewed in one of the following orders:

Note:

All forms/letters will still be grouped under their Letter Type (verification group).

The default Letter Sort order may be set in Section 8 Management under Merge Setup>>Other Settings>>Letter Sort.

Override Selections

This box may be checked to override some of the print/preview options set in the Merge Template for the form/letter.

For a first time print, leave this box unchecked.

Force Printer Setup

This box may be checked to force a print dialog box to be displayed for the selected form/letter.

Print

Click the print button to bring up the print options dialog box.  The form may still be previewed if preview is selected in the Direct to... field.

Preview

Sends the selected form/letter directly to preview on screen.  The form/letter may be printed from preview by clicking the second (print all pages) printer icon.  If the printer icon is right clicked a printer selection dialog box will be brought up.

Close

Click the close button to close out of the Custom Form and Letters program.