Letter Wizard: Archive Templates (A New Feature)

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Casetrackerlaw gives its users the ability to create and generate professional letter templates using the Letter Wizard.  The templates are available to choose from via the Quick Prints blue tab when working in a claim.  There are no limits on how many templates you can enter into the Letter Wizard so when you go to select a letter template from the Quick Prints list, the list of letter options can be rather long and there may be letters that are no longer in use.

An Archive button option has been added to the Letter Wizard’s actions column.  This gives users the ability to archive or hide a template when it’s no longer needed and won’t be displayed under the Quick Prints tab.  Templates can’t be deleted because that would cause a “File Can’t Be Found” message to appear if/when a user tries to view the letter under the Attachments blue tab at a future date.

This function was added because a good client of ours emailed with a question about deleting templates that they no longer needed.

 


 

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