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--- maintenance_static_attachments [2016/08/08 17:42]
admin created
+++ maintenance_static_attachments [2019/01/05 22:10] (current)
@@ Line 1: / Line 1: @@
 ====== Static Attachments ======
-COPIED FROM Letter templates
+Static attachments are __**ONLY**__ for CAMVAP's administrator. They are files/documents that can be added to [[maintenance letter templates|letter templates]] and [[letters|manual letters]] that are sent to [[Maintenance Users and Roles|users]].
-Letter templates are where __**ONLY**__ CAMVAP's administrator is able to create, edit and review letters that are sent out to [[Maintenance Users and Roles|users]].
-===== Create a New Template =====
-To create a new template select **Create a New Letter Template** and a contact form will pop up.
-{{:letter_templates_create.png?|Create}}
+Here you are able to create, edit and delete attachments.
+===== Create a Static Attachment =====
+To create a new static attachment select **Create a new Static Attachment** and a form will pop up.
-You will not be able to save the template until all information is provided including both English and French translations.
+{{:create_a_new_static_attachments.png|Create}}
-  * You will start off under the **settings** tab
-{{:letter_templates_settings.png?|Settings}}
+  * Choose the language of the file
-  * Select the individuals you would like to send the letter to
+  * Upload a file using **Select File**
-       * To select multiple roles in a row use SHIFT + Right Click
+  * File name will be populated in the Name field. If you would like to change it provide your own descriptive name
-       * 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
 ==== Once Saved ====
-Once the template is saved you will need to move it from deactivated to activated. Organize the list by last save date/active.
+Once the attachment is saved you will need to move it from deactivated to activated. Organize the list by Save Date or Active.
-{{::letter_template_deactivated.png|}}
+{{::static_attachment_deactivated.png|}}
   * Press the red **Deactivated**. They will become activated
-{{::letter_template_activated.png|}}
+{{::static_attachment_activated.png|}}
-===== View, Edit, or Delete a Letter Template =====
+Only activated attachments will show up in the static attachments lists available in the [[maintenance letter templates|letter template]] & [[letters|manual letter]] functions.
+If an attachment is deactivated, it will be removed from any letter templates it was attached to. If the attachment is reactivated, it is NOT added back to the template letter(s) it was connected with.
+===== View, Edit, or Delete a Static Attachment =====
 ==== View ====
-On the main letter screen there is a list of all the templates.
+On the main static attachment 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.
+When you want to review the details of the file but do not want to make any changes to the information, use the view button. You will be shown a summary and given the opportunity to download the file.
+  * Select **Download**
 ==== Edit ====
-When a letter needs to be updated, select the edit button. Follow the above mentioned directions for creating a letter to make changes.
+Only allows you to edit the metadata, the information about the file. Select the edit button and you can change the language and name.
 ==== Delete ====
-In some cases you will need to delete a letter. Use the delete button. You will be asked to confirm the operation.
+In some cases, you will need to delete an attachment. You are only able to delete an attachment if it has __NOT__ been used. Use the delete button. You will be asked to confirm the operation.
+If an attachment has been used, you will need to deactivate the document as described above.

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