- Open the Service Request icon (suitcase icon) from the left navigation menu.
- Place a check in the checkbox of the case where you wish to compose/edit letter and then click Case Details icon.
- Case details opens, click the Compose button (pencil icon)
- The Replying To communication panel opens,
- Click the Template icon to view available content templates. For example, your custom letter.
- Double click on the template.
- Compose content and click Send or Save as a draft.
- Click the Send button.
- You will be prompted to select if you'd like send the message via Email or Letter (Print on letterhead).
- Click the Send button.
- Emailed communication will be sent immediately. NOTE: Make sure to populate Subject, Add Attachments, and Preview before sending.
- Printed letter communication will prompt you to Download the message. Message downloads as a PDF. You must open the message in Adobe and ensure your print tray options are correct before printing.
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