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(Includes email setup) FAQ ON DOCUMENTS (Includes email setup)

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Presentation on theme: "(Includes email setup) FAQ ON DOCUMENTS (Includes email setup)"— Presentation transcript:

1 (Includes email setup)
FAQ ON DOCUMENTS (Includes setup)

2 Structure Document Introduction Demo of editing / creating a document
Setup BC values Slide 1 – Structure Here we discuss the structure of the session Document Introduction Demo of editing / creating a document Setup BC values

3 Introduction Where to access? Interface overview Editing properties
Accessed under Document Creation area Interface overview Navigation Tree Content Area Properties Editing properties Drill down items

4 Correspondence Style Different version of template
Right click to access Created in Maintenance Can be attached to Name records

5 Document Properties Action types Edit existing templates
Change properties Edit content Create new template Properties Formats RTF MS Word PDF

6 Creating a document Case Type Template Name ID no. Letter Type
Editor Type Word RTF PDF

7 Creating a document Country / Application Type / Service level
Create templates for specific combinations Considered when linking Documents to workflows Log options Single Log No logging Family Log Invoice Auto Log

8 Creating a document Save as PDF File Name Other options AutoPrint
Allow letter replacement on case Copies

9 Document Category Document Category – Document find by Category
Setup in Maintenance Possible to add sub category Tree View via BC 210 If set, category is assigned when generating Plugin Copy to Patricia Document find by Category Use as criteria Report Creator Find area Security setup based on Document Category Security | Document Categories Using Security Groups

10 Creating a document Patricia Modern RTF Letter Codes / Bookmarks
Add letter codes via drop and drag Formatting available Right click options added functionality Header / Footer functionality Letter Codes / Bookmarks Name Letter Code Drop Name Letter Code with tick box: ‘Use Corr. Name Type’ MS Word Adding bookmarks Bookmark indicators Cross references

11 Email Solutions MAPI vs. SMTP MAPI is only plain text
MAPI automatically saves a copy of sent s in the Outlook sent folder of the user. SMTP support formatting SMTP you do not get a copy of in outlook. But, you can still get the same functionality by including yourself in the BCC or if the server has been programmed to save a copy of the sent into the sent folder

12 Client Setup Setup client to receive emails
Recipient of setup must be on the case Name area address Name area correspondence type

13 Email Template setup Email recipients: Correspondence Name Type:
Copy Address BCC Address 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 etc.

14 Email Template setup Email functionality disabled
Include Letter in Choose Include Letter as Header / footer setup Subject Generate the document Include Letter as attachment Body template Subject template Do necessary setup

15 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:

16 Email Configuration Sending Emails from Parties / Documents Page:
Basic Configuration setup: BC Value 196 = Use Default Setup / needs to be True BC Value 279 = Default subject template (replacing BC Value 197) BC Value 179 = Default Body Template (replacing BC Value ) BC Value 279 / 179 empty then use the below BC Value 197 = Default Subject Line BC Value 198 = Default Body Text BC Value 199 = Default Signature When is this used? Applied when clicking on address (on parties) Applied when using send as from Documents page Note: Not possible to use information from Parties page when sending s directly from Documents page

17 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 Document width in BC Value 331 (Letter) Override document width when sending s Default Value 20 (0)

18 Word via 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

19 THANK YOU


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