Issuing a Welcome Packet

Click the Welcome Kit button on the Overview - Activities tab to open the Forms Maintenance dialog box and issue a welcome packet for a new member.

How do I? and Field Help

The location type, ID and branch associated with the forms location appear in the Location Information group box.

Complete the following steps to issue a form.

1. Click the Form Number down arrow to select the credit union-defined form number.
2. Click the Revision Number down arrow to select the revision number that corresponds to the form.
3. In the Serial Number field, enter the serial number of the form (Length: 14 numeric).
4. If desired, enter a different member number in the Member Number field, or click the member lookup up to open the Member Search dialog box and locate a member.
5. Click Add. The form will appear in the Form Register Maintenance grid.

Column Heading	Description
Form Number	The credit union-defined form number.
Revision Number	The revision number that corresponds to the form.
Serial Number	The serial number of the form.
Member Number	The member number associated with the form.

6. Repeat steps 1 through 4 to add additional forms.
   • To update a form, select the check box next to the form, make the desired changes, and click Update.
   • To delete a form, select the check box next to the form and click Delete.
7. If desired, select the Print Form Movement Report check box to print a report of the form issue.
8. Click Submit to issue the form.

Click Cancel to disregard all changes and clear the fields.