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letter_templates
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| - | ====== Letter Templates ====== | ||
| - | Letter templates are where __**ONLY**__ CAMVAP's administrator is able to create, edit and review letters that are sent out to [[Users_and_Roles|users]]. | ||
| - | ===== Create a New Template ===== | ||
| - | To create a new template select {{:letter_templates_create.png?|Create}} and a contact form will pop up. You will not be able to save the template until all information is provided including both English and French translations. | ||
| - | - You will start off under the **settings** tab {{:letter_templates_settings.png?|Settings}} | ||
| - | - Select the individuals you would like to send the letter to. To select multiple roles in a row use SHIFT + Right Click. To select multiple roles not next to each other use CTRL + Right Click. {{:letter_templates_roles.png?|Roles}} | ||
| - | - Select the once per claim box so that only one letter will be sent for that type of status or event. NOTE: At this time it only needs to be used for the 30 day reminder event. | ||
| - | - In the event you do not want CAMVAPs header to show on a letter when printed, select the headerless box. | ||
| - | - Highlight the type of schedule you would like to create manual, [[status|status]], or [[event|event]]. {{:letter_templates_schedule_type.png?|Schedule Type}} | ||
| - | - **Manual** there will be no further prompting on this screen | ||
| - | - **Status** select the status the letter will be referring to | ||
| - | - **Event** select the event the letter will be referring to | ||
| - | - Select the **English** tab {{:letter_templates_english.png?|English}} | ||
| - | - Create a name for the template in English | ||
| - | - Provide a Subject Line for the email | ||
| - | - Type in the body of your letter | ||
| - | - There are a number of values that can be replaced by the system to provide claim specific date in the letter. They are called [[placeholders|placeholders]]. When you insert a placeholder into a letter the data associated with that claim will be pulled into either the email or letter without any manual input. | ||
| - | - Select the **French** tab {{:letter_templates_french.png?|French}} | ||
| - | - Create a name for the template in French | ||
| - | - Provide a Subject Line for the email | ||
| - | - Type in the body of your letter | ||
| - | - Use above mentioned [[placeholders|placeholders]] where necessary | ||
| - | ===== View, Edit, Delete a Letter Template ===== | ||
| - | ==== View ==== | ||
| - | When you want to review the details of letter but do not want to make any changes to the information, use the view button. You will be shown a summary of the letter. | ||
| - | ==== Edit ==== | ||
| - | When a letter needs to be updated, select the edit button. Follow the above mentioned directions for creating a letter to make changes. | ||
| - | ==== Delete ==== | ||
| - | In some cases you will need to delete a letter. Use the delete button. You will be asked to confirm the operation. | ||
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letter_templates.1466110803.txt.gz ยท Last modified: 2019/01/05 22:10 (external edit)
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