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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 a New Letter Template and a contact form will pop up.

Create

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

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

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

Schedule Type

  • Manual there will be no further prompting on this screen
  • Status select the status the letter will be referring to

status

  • Event select the event the letter will be referring to

event

  • Select the English tab

English

  • Insert a 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

  • Create a name for the template in English
  • Provide a Subject Line for the email
  • Type in the body of the letter

  • Select the French tab

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.1469470572.txt.gz ยท Last modified: 2019/01/05 22:10 (external edit)