You can create letters for cases in two separate areas - via the Add Correspondence quick link or via the Correspondence section of the case.

  

  • Go to the Correspondence section of the case and click on Add Correspondence; or

  • Click on the Add Correspondence quick link in the header

  • Select the Type of document:  Letter

  • Select an appropriate documentation Sub Type

  • Choose if you will use a pre-configured Template

  • If using a template, find the appropriate letter by filtering in Template Groups and choosing the Template

  • Add a Title

  • Review the Body of the letter

  • Add any Attachments that you want to send with the letter

  • Click the Save as Draft button if you want the ability to edit the letter or click the Send + Complete button if you want the letter to be view only (no future edits). This will save the note; it will not be sent to anyone.