1. Document Setup incl. Email

2. DOCUMENT CREATION Main Letter Type: Editor Type: Log Documents: Case
Name
Editor Type:
Patricia Modern RTF Editor
Word Editor
PDF Document
Log Documents:
No Logging
Single Log
Family Log
Invoice Auto Log (will auto log invoice even if RTF Editor is used)

3. DOCUMENT CREATION File Name: Save as PDF: Correspondence Style:
Instead of using Template ID when sending the Document as PDF Attachment the File Name is used
Save as PDF:
Mark for example an Invoice Template as Save as PDF and when finalized the invoice will be saved as a PDF document
Correspondence Style:
Same template ID and language to be used for several different versions of the same template
BC Value 118 to enable Header/Footer and Correspondence Style
Setup in Maintenance required

4. DOCUMENT CREATION Copy Address and BCC Address Setup:
Use Name Type “Type” in Maintenance:
Copy Address
BCC Address
No Setup on Document Template necessary
Use Setup in Document Creation:
Use Setup on Document Creation if you use different Copy/BCC Addresses for Corr. Addresses, Foreign Agents and/or Renewal Addresses

5. DOCUMENT CATEGORY Document Category – possible to add sub category
Document Creation
Documents Page
Tree view
Edit Document Properties
Find
Document Find
Criteria
Report Creator
Security setup based on Document Category
Security | Document Categories
Using Security Groups

6. DOCUMENT CREATION Correspondence Name Type:
Setup mandatory for sending s
Several Correspondence Name Types can be added
The order is set for which Correspondence Name Type to check first
The first Corr. Name Type set will be checked, and if the same name type does not exist on the case, the 2nd Corr. Name Type will be checked, etc
Name Letter Code
Drop Name Letter Code with tick box: ‘Use Corr. Name Type’

7. DOCUMENT CREATION Document width in email: BC Value 331 (Letter)
Override document width when sending s Default Value 20 (0)

8. DOCUMENT CREATION - EMAIL
Template Types:
Body ( SMTP)
Subject (SMTP)
Note: Different Body templates and Subject templates can be created for different purposes
Properties:
functionality disabled
Include Letter in (Body)
Include Letter as Attachment (PDF)

9. DOCUMENT CREATION - EMAIL
Include Letter in / Include Letter as attachment (PDF):
Subject
RTF Format
TXT Format
Message (Body)
Header/Footer
Possible to attach different header/footer for ing purposes

10. EMAIL CONFIGURATION Sending Emails from Parties / Documents Page:
Basic Configuration setup:
BC Value 196 = Use Default Setup
BC Value 197 = Default Subject Line
BC Value 198 = Default Body Text
BC Value 199 = Default Signature
BC Value 179 = Default Body Template (replacing BC Value )
BC Value 279 = Default subject template (replacing BC Value 197)
BC Value 330 – Use Local client (Outlook) – (TRUE/FALSE)
Note: Not possible to use information from Parties page when sending s directly from Documents page

11. VIEW/PRINT DOCUMENTS Use Categories Include in one Email:
Possible to view documents by Document Category instead of Case Type
BC Value 281 | Letter
Include in one
Document setup to use Corr. Name Type and enabled
If multiple receivers/parties with same Name Type, all will be included in one (showing in TO field)
Before 2 separate windows were generated

12. SEND EMAIL WINDOW From Email address: Save Draft: Attach:
Person
Team
BC Value
Department
Save Draft:
Similar to Outlook Save Draft; instead of saving the document, the Send window is saved as a Draft Message on the Documents Page
Attach:
From Case
Attachment options:
Send as PDF
Request Receipt:

13. WORD BY EMAIL – Work around
How to send Word Templates by
Patricia Modern RTF Template setup as Include Letter in
Use View/Print Documents
Attach from Case
Send as PDF
Benefit from Case – Parties Page setup
Document Term Connection:
Connect Word Template as Next template to document to ease up the handling; this requires new RTF templates to be created for each Word template. The template is connected to the term in Maintenance

14. PUG Budapest, Hungary
April 3rd – 5th
Thank you