button and select the 
tab. You may have to use the Arrow keys to find the tab. This feature allows you to do multiple batch letters based on Actions instead of having to run several batch processes. Use this feature only if documents can be selected by an action be present in a date range.
Note: This is a Version 9 Feature. For information on obtaining Version 9 or any other optional Module, please contact the Sales Department.
From the Main Screen of CollectMax, click the button and select the tab. You may have to use the Arrow keys to find the tab.
A list of each action code within the system will be listed in the grid, select the action that should trigger a letter/document. Click the 
button to display the selections for this Action.
Select the Document to be generated by this Action. You can also select to complete the action once the document has been generated to the printlist and to add a new action to the account over and above the document and completion code automation.
Click the 
button.
Continue until any actions that need a document are setup.
The process can be run manually from this tab or by automation.
To process the documents immediately, enter the following selection criteria.
Action Date Range: Enter the action due date range. Only accounts with an action with a due date within the range selected will be selected for this process.
Status: Enter all status codes, a list of codes or a range of status codes. Only accounts with a status within the selected status codes will be selected for this process.
Click the 
button to export the documents to the proper printlists.
You may print the documents from the printlist screen.
To process the document with automation, enter the selection criteria you would like for