Option

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Description

Blank Emails

This option enables you to generate a blank email with a pre-defined subject line, using your PC’s default email software.

Users can type the content of the email before sending.

The email subject of blank emails is configured under System > Email Subjects.

Note: This option is only available if the contact has an email address recorded in the Address Book.

Blank Letters

This option enables you to generate a blank letter using a Standard Template.

This option is only available if you have configured a blank letter template within your system.

For more information on setting up a blank letter template, please see ‘Set up a Blank Letter Template’.

Note: There is a short cut to generate blank letters in the left hand menu of a case.

Correspondence Templates

This option enables users to generate Standard or Smart Templates uploaded within your system.

- Use the filters to find the template you want to generate

- Click on the template name

Standard Templates will download the generated correspondence from your internet browser.

Smart Templates will generate a task to produce your correspondence. Please see ’Process a Smart Correspondence Task’