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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.

Create a New Template

To create a new template select 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.

  1. You will start off under the settings tab Settings
  2. 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. Roles
  3. 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.
  4. In the event you do not want CAMVAPs header to show on a letter when printed, select the headerless box.
  5. Highlight the type of schedule you would like to create manual, status, or event. Schedule Type
  6. Manual there will be no further prompting on this screen
  7. Status select the status the letter will be referring to
  8. Event select the event the letter will be referring to
  9. Select the English tab English
  10. Create a name for the template in English
  11. Provide a Subject Line for the email
  12. Type in the body of your letter
  13. 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. 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.
  14. Select the French tab French
  15. Create a name for the template in French
  16. Provide a Subject Line for the email
  17. Type in the body of your letter
  18. Use above mentioned placeholders where necessary

View, Edit, or 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.

letter_templates.1466110839.txt.gz ยท Last modified: 2019/01/05 22:10 (external edit)