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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]], or [[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 {{:letter_templates_status.png?|status}} | ||
| - | * **Event** select the event the letter will be referring to {{:letter_templates_event.png?|event}} | ||
| - | * Select the **English** tab {{:letter_templates_english.png?|English}} | ||
| - | * Insert a [[placeholders|placeholder]] in template name, subject and/or body of the letter to pull data associated with that claim and placeholder into the letter without any manual input. If data is not available for a particular placeholder the [[letters]] will show up in drafts. Where the PA will need to handle it manually | ||
| - | {{::letter_template_placeholder_button.png|}} | ||
| - | {{::letter_template_placeholder_options.png|}} | ||
| - | * Create a name for the template in English | ||
| - | * Provide a Subject Line for the email | ||
| - | * Type in the body of the letter {{:letter_templates_body.png?|}} | ||
| - | * 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]] where necessary | ||
| - | ===== View, Edit, or Delete a Letter Template ===== | ||
| - | ==== View ==== | ||
| - | On the main letter screen there is a list of all the templates. | ||
| - | |||
| - | 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. | ||
| - | |||
letter_templates.1469113681.txt.gz ยท Last modified: 2019/01/05 22:10 (external edit)
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