RECEIPTS:
- CopyRight Jax now maintains our receipting materials, and prints on a weekly basis for each client, as needed.
- Julia keeps them stocked with the envelopes we like to use (or the pre-printed envelopes for clients that request them, like HTP)
- Database team will continue assigning receipts to a task for Julia to monitor. These tasks should also have the tag ‘Print Receipts’
- Julia is in charge of sending all receipts to the printer. Her role is to review the mail merge docs for merge errors/blatant spelling mistakes, convert to PDFs, and send the stuffing instructions to the printer for each receipt.
- Here is the doc where we have recorded stuffing instructions for each client.