Letter Templates are used to generate documents (letters) using merge fields, similar to email templates. They can be shared and edited at any time. If you have a copy of any of your standard letters, such as an “Acknowledgement Letter,” “Clarification Letter,” “Final Decision Letter,” etc., you can replicate these in eCASE using letter templates. The application administrator/application user with Manage Letter Templates permission can access Letter Templates.
Navigate to Settings > Application Management > Letter Templates. Here you will be able to see all the letter templates previously created per application or per case type.
Creating a New Letter Template
Navigate to Settings > Application Management > Letter Templates > New. You will need to fill in the following information in order to create a letter template:
Field | Description |
Scope | The scope of the letter template will determine at what level you will be able to access the letter template created |
Global | If selected you will be able to access this letter template in all applications and case types. However you will not be able to use merge fields to auto-populate information in the letter with form-data, only folder-data, such as when a folder was created and when a folder was closed. |
Application | If selected you will be able to access this letter template in all the case types in the application selected from the Application drop down. If you have Application Field Information you will be able to use merge fields to auto-populate information in the letter with those fields. |
Case Type | If selected you will only be able to access this letter template in the case type selected from the Case Type drop down menu. If you have Case Type Field Information you will be able to use merge fields to auto-populate information in the letter with those fields. |
Subject | This will be the subject of the letter when it is sent to users. |
Body | This will be the contents of the letter. Use Insert Fields to enter merge fields into your templates, just as with email templates above, which will auto-populate with folder-specific data. |
For example, the letter template below was populated with folder-specific data using insert fields. If you are using Internet Explorer (IE) as web browser and configure to run eCASE XBAP Application then you can edit the MS Word templates in the browser. In case of other web browsers or XBAP not configured in IE, you have to download the list of merge fields and create the letter template using MS Word in your desktop and upload the templates.
Letter Templates for Chrome or Edge Browser
When users are using the Chrome Browser or Edge Browser, which do not support XBAP then users are required to create templates in MS Word with list of merge fields and upload them as templates. The list of fields can be downloaded by click the link “Click here to download Insert Fields”. New menu options will be shown only for the Internet Explorer Browser so that users can create templates online rather than preparing the templates offline.
