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