Communications: Ability to Modify Enclosures

[CarolineChriste]

In Communications, we have an enclosure template that uses variables such as the broker on record and the shareholder on the account. When you choose to include either of these when writing a letter you cannot modify the enclosure to change an address or a name or any other information. You also cannot add an enclosure to a letter if you forgot to do so in the process flow steps - you'd have to cancel your letter and start again. 

Invesco would like to see more flexibility in handling enclosures where the processor does not have to cancel out of their current letter and start over.

This is wasteful for the reps creating client letters.

[Karen_Hunter]

An In-Line enclosure can be configured to include conditional content and/or variables to populate data as you described. 

Please confirm the two requirements:
(1) You need to modify an attached In-line Enclosure as part of the letter writing experience because, for some reason, the conditional or variable data is missing or wrong
(2) You want to be able to add an In-line Enclosure after you've started writing the letter without having to cancel out and start over (and modify it if needed),

Thanks.