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Hints and Tips - Edit Existing…
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Last modified on 3/5/2017 7:41 PM by User.


Hints and Tips - Edit Existing Letter Template

You can edit an existing letter template from when working on a case.   This is useful if you need to make a minor change to a letter that you're generating for a case.

See  How to Edit Letter Templates on how to edit and create new templates.

1. Click the Letters menu option from the Case Details form.

2. This will show the Generate Letters form allowing you to generate a letter for the case. 

3. Select the letter recipient from the left hand side and then right click on the letter on the right hand side to edit.