Tech Report

TG updates letter templates for Integrated Default Assistant™

Based on customer feedback, TG has modified the pre-formatted letter templates for its Integrated Default Assistant™ (IDA™) default prevention tool. The revised letters are now more concise and easier to use. TG provides a set of standard letter templates with IDA; however, schools can adapt or customize these templates to create letter templates that better meet student needs.

Editing tools for IDA letters
Schools can make formatting changes to templates using toolbars similar to those found with word processing programs. Whether you are inserting your school logo or printing on letterhead, you can do so in a couple of simple, easy steps.

The editing tool enables you to:

• Use your own letterhead or upload your logo;
• Upload logos from within the template;
• Use basic editing buttons, including bullets;
• Add additional lines in the letter template; and,
• Preview your letters prior to printing.

Creating customized letter templates
IDA offers you a simple way to create customized letters, which you can mail to borrowers in danger of becoming delinquent or defaulting on student loans. With IDA's Letter Writing Component (LWC), you can turn a standard TG letter template into one that meets your school's specific needs and that draws the attention of your student borrowers.

How it works
IDA's LWC allows you to integrate your school's logo and to highlight specific information. By following these steps, you can emphasize key words within your letter to draw attention to the most important information and get the borrower's attention.

1. Log in to AdvanTG Web.
2. Select "Reporting."
3. Select the "Integrated Default Assistant" tab.
4. Choose the "IDA LWC-Manage Letter Templates" link.
5. Any of the five IDA letter writing templates can be edited. Select the one you would like to customize.
   • IDA 60 - 158 Day template
   • IDA 159 - 209 Day template
   • IDA 210+ Day template
   • IDA In Process template
   • IDA Approved template
6. To begin customizing your letter template select "Create Letter Template."
   • AdvanTG Web will prompt you to name your custom template.
7. Choose "Continue."
   • AdvanTG Web will open your template, which you can then modify by using any of the editing buttons on the top toolbar in the template window.
   • The template also gives you the option of uploading your school logo image or using your school's letterhead.
8. Be sure to click "Save" so that your custom letter template is available for later use.

You have created a customized IDA letter template. Whenever you access the IDA "Query" function in the future and select "Data File for Letter," IDA will search its database for the parameters you have set and create a letterset using your custom letter template.

More information
If you have other questions about IDA, or any of TG's products, please contact your TG account executive. You can also contact TG's product support team at (800) 332-1455, or send an e-mail message to product.support@tgslc.org.

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