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maintenance_letter_templates
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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maintenance_letter_templates [2016/09/21 16:33] editor |
maintenance_letter_templates [2019/01/05 22:10] (current) |
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| {{::letter_templates_once_per_claim_headerless_cover_letter.png?|}} | {{::letter_templates_once_per_claim_headerless_cover_letter.png?|}} | ||
| * Select the individuals you would like to send the letter to | * 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 in a row use SHIFT + Left Click |
| - | * To select multiple roles not next to each other use CTRL + Right Click | + | * To select multiple roles not next to each other use CTRL + Left Click |
| {{:letter_templates_roles.png?|Roles}} | {{:letter_templates_roles.png?|Roles}} | ||
| * Highlight the type of schedule you would like to create manual, [[status]], or [[event]] | * Highlight the type of schedule you would like to create manual, [[status]], or [[event]] | ||
| Line 29: | Line 29: | ||
| * Select the **English** tab | * Select the **English** tab | ||
| {{:letter_templates_english.png?|English}} | {{: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|letter]] will show up in drafts. The PA will need to handle it manually. | + | * Create a name for the template in English |
| - | {{::letter_template_placeholder_button.png|}} | + | * Provide a Subject Line for the email |
| + | * Type in the body of the letter | ||
| + | {{:letter_templates_body.png?|}} | ||
| + | * Insert a [[placeholders|placeholder]] in the 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|letter]] will show up in drafts. The PA will need to handle it manually. | ||
| + | * **Subject line** you can insert a Claim Number only | ||
| + | {{::letter_template_placeholder_button.png|}} | ||
| {{::letter_template_placeholder_options.png|}} | {{::letter_template_placeholder_options.png|}} | ||
| + | * **Multi-line** [[placeholders]] (hearing attendees, an address or a signature) need to be placed on a line of their own. Otherwise, there will be extra spacing in the notification. | ||
| + | For ex: | ||
| + | Location: | ||
| + | [[hearingAddress]] | ||
| + | NOT | ||
| + | Location: [[hearingAddress]] | ||
| **NOTE**: Let's say you want to create an automated letter, but you want the PA to provide some additional information. It could be to attach a document, insert claim specific details etc... | **NOTE**: Let's say you want to create an automated letter, but you want the PA to provide some additional information. It could be to attach a document, insert claim specific details etc... | ||
| * Insert a placeholder, using <nowiki>"<< >>"</nowiki>. For example: <nowiki><<add attachment>></nowiki> | * Insert a placeholder, using <nowiki>"<< >>"</nowiki>. For example: <nowiki><<add attachment>></nowiki> | ||
| * Information will not be pulled from the system into the area, but it will show up on the PAs dashboard indicating they will need to do something | * Information will not be pulled from the system into the area, but it will show up on the PAs dashboard indicating they will need to do something | ||
| - | * 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 | * Select the **French** tab | ||
| {{:letter_templates_french.png?|French}} | {{:letter_templates_french.png?|French}} | ||
maintenance_letter_templates.1474475638.txt.gz · Last modified: 2019/01/05 22:10 (external edit)
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