How to Set Up a Document to Print if No Email Address is Available
Open the Document Library
1: Click Admin from the menu.
2: Select Document Library from the drop down menu - the Document Library will open.
Create the Document
1: Click New from the menu.
2: Select New Template from the drop down list - the New Template window will open.
Set Up the Print Section
1: Type a Description for this document.
2: Select which Case Types it applies to.
3: Select if the letter should be visible in the Document Library (If required to run in an Action only, it will not be required to be visible).
4: Tick the Letter checkbox. This tells the system to Print a Letter.
5: If required, select a Header and/or Footer.
Set Up the Email Section
1: Select what type of contact this email will go to from the drop down list.
2: Tick the Email checkbox.
3: Type an Email Subject.
4: If required, select a Header and/or Footer.
Create the Document
1: Click Edit Body Of Document - Microsoft Word will open.
Type the document and save it, then close Microsoft Word.
1: Click OK to save the data and close the window.
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