Create a Letter to a Contact or Organisation
Updated Jun 16th, 2020
Who is this guide for?
Case Workers, Case Management Supervisors and System Supervisors
You can select a contact or organisation to send an ad hoc letter to.
Step 1
From Supervisor > Case Management Setup > Standard Documents, select Add Standard Document.
Step 2
Choose the work type if any, or leave Global to appear on all work types.
Give the document a description.
If this is to be a letter to a certain type of contact (e.g. Estate Agent) then select the relevant Expert Type.
Fill in any other details as relevant.
Click Save when done.
Step 3
Now, locate the letter within your list, right click it, and select the Fields option:
Step 4
In the Available Tables box, select Contact if you wish to send the letter to Contacts, or Organisation if you want to send the letter to Organisations:
Link any fields you wish to use by ticking the Link/Unlink box and selecting Save when done.
Step 5
Design your document as required, inserting fields as usual:
Close and save the document when done.
Step 6
When this document is run from Document Production, you will be prompted to choose the contact / organisation to whom you would like to send the document:
Select the contact / organisation you require and the letter will be merged with the relevant details.