Once the Welcome Letter Correspondence Template is created, it must be linked to the association.
Follow these steps to link the Welcome Letter template to an association:
In CINC, go to Setup > Association Setup.
OR
In CINC with universal navigation, go to Associations > Associations > All associations.
The Association List page displays. Select the association’s link.
The Association Information page displays. Select the template from the Welcome Letter drop-down list.
Click Save.