Setting Up Letter Vendors

Letter Vendors refer to the various output formats and third-party services used for generating and delivering letters to consumers. Configuring letter vendors allows you to integrate ACE with external mailing services or define how letters are processed and formatted within the system.

Purpose of Letter Vendors

• Flexible Output Formats: Choose the format in which letters are generated, such as PDF, Word, or OpenOffice documents.

• Third-Party Integration: Integrate with external letter vendors for printing and mailing services.

• Automation: Streamline the process of letter generation and delivery.

• Customization: Tailor the letter generation process to meet organizational needs and preferences.

Types of Letter Vendors

ACE supports various letter vendors, including built-in formats and integrations with external services:

Built-in Output Formats

• OpenOffice: Generates letters in .odt format, editable in LibreOffice or OpenOffice.

• PDF: Generates letters in .pdf format, suitable for non-editable distribution.

• Word: Generates letters in .doc or .docx format, compatible with Microsoft Word.

Integrated Third-Party Vendors

• These vendors provide services such as printing, mailing, and compliance management.

• See ACE Third Party Vendors for more information.

Setting Up Letter Vendors

1. Navigate to Setup → Letters → Vendors, click New.

2. Enter Data into the following fields:

   1. See table for Field Descriptions.

3. Configure Vendor-Specific Settings

   1. Depending on the vendor type selected, additional configuration fields may appear.

   2. Note: Consult the vendor's documentation or support for specific configuration requirements.

4. Save.

Adding Letter Vendors in Letter Profiles

Once you have set up your letter vendors, you can associate them with letter profiles.

Step 1: Edit a Letter Profile

1. Navigate to Setup → Letters → Profiles.

2. Select the letter profile you want to configure.

Step 2: Add Vendors to the Letter Profile

1. Scroll to the Letter Vendors section within the letter profile.

2. Click Add Vendor.

3. In the Letter Vendor Config dropdown, select the vendor you configured earlier.

4. Click Add to include the vendor.

5. Repeat the process to add multiple vendors if needed.

Step 3: Save the Letter Profile

• After adding the vendors, click Save to update the letter profile.