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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 [2016/10/20 14:29] editor |
maintenance_letter_templates [2019/01/05 22:10] (current) |
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| Line 29: | Line 29: | ||
| * Select the **English** tab | * Select the **English** tab | ||
| {{:letter_templates_english.png?|English}} | {{: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 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. | * 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 | * **Subject line** you can insert a Claim Number only | ||
| Line 43: | Line 47: | ||
| * 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.1476973788.txt.gz ยท Last modified: 2019/01/05 22:10 (external edit)
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