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How do I edit a letter from a workflowed mail activity?

Workflow is an electronic approval process that operates within the program. Each workflow definition contains the steps for a unique approval process. As one step in the process is completed, the item will move to the next assigned staff member.

If you are receiving a workflowed item from another staff member, you might receive an email notification. If the record being workflowed to you is a correspondence activity, it will also appear in your My Mail folder.

Each workflowed activity will have a workflow symbol next to it.

  1. From the top level navigation, click Mail.
  2. Select either My Mail or Workflowed from the left navigation.
  3. Place a check in the checkbox of the appropriate workflowed activity.
  4. Click the orange Workflow icon.

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5. A workflow dialog opens.

6. From the History tab view your current task (such as editing a previously created quick letter) and click the Close button when done.

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7. From the right Assign panel, click the Edit Letter button to edit the response in Microsoft Word.

Note: Microsfot

8. Quick letter, click the Edit Letter button on the toolbar. This will open Word so that you can make your changes.

NOTE: Word will appear as an icon on your task bar, so click the icon to see your document display.

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9.  After making your edits, Save and Close Word.

10. Click the orange Update Letter button that is located to the left of the Edit Letter button.

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NOTE The CRM/CSS tracks all versions of the letter, which can be accessed at any time by selecting Version History from the Edit Letter drop-down menu. 

11. Again, you will need to click the orange Workflow icon from the selected activity.

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12. The Workflow dialog will open again.

13. Click the Approve button and enter Comments. The workflow will now move to the next step/task and continue until completed.

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