How do I sort/delete employee letters?

After a Letter Run is saved, the results are stored in Cintra iQ. You can view the history of all letters or review a particular employee's letter and then delete it if necessary.

 

To delete employee letters

1. Navigate to the employee's Letter History.
   Go to Cintra iQ: Personnel Record> Forms> Related Documents> Letter History tab
2. Select the desired Letter Title.
3. Right-click. A menu appears.
4. Select Delete. A message appears asking: Are you sure you wish to Delete this Letter?
5. Click the Yes button. The Letter is deleted from the Letter History tab.
6. Click the OK button to close.

To define the sort order

1. Navigate to the Sort tab.
2. Select the desired field in the Letter fields: pane.
3. Click the Add button. The field appears in the Sort Letters by: pane.
4. Continue to add the desired fields to the Sort Order pane, if necessary.

     Note:

   You can select whether you wish the fields to sort in either an Ascending or Descending direction.

5. Click the OK button. The letter is saved. 

To sort data by repeat selection

You can sort the letters even further by sorting the data within repeat selections. When a repeated selection is set in the letter, the fields to be repeated appear in the defined sort order.

1. Navigate to the Sort tab.
2. Select the desired field in the Letter fields with repeat selections: pane.
3. Click the Add button. The field appears in the Sort data with repeat selection by: pane.
4. Continue to add the desired fields to the Sort Order pane, if necessary.

     Note:

   You can select whether you wish the fields to sort in either an Ascending or Descending direction.

5. Click the OK button. The letter is saved.