Adding a Form Letter Template

Form Letter Templates are available to repair facilities only and include some built in templates. The user can also create a template or edit existing templates. This feature allows you to add or edit Form Letter Templates. Activate or deactivate the Form Letter Template using the Active option in the Template Properties pane.

To add a form letter template

1. Select Configure > Profiles from the menu bar.
2. Select the profile, and then select Edit from the mini-toolbar.
3. Click on the Form Letter Templates link under Basic Settings.
4. From the Form Letter Templates pane, click Add from the toolbar.

Note: Select an existing template and then select Edit to make changes.

5. Enter a name and description and select the Active checkbox to activate (check) or de-activate (uncheck) the template. De-activated templates are not displayed in the workfile form letter droplist.
6. Position your cursor and enter text in the Letter Text section. Text that you enter here appears in black.
7. Select Insert Field, then expand a group to select a specific field. The inserted fields appear in blue.
8. Click OK.

© 2024 CCC Intelligent Solutions Inc. All Rights Reserved. CCC, CCC ONE, and the CCC Logo are registered trademarks of CCC Intelligent Solutions Inc. 9/16/2024 - 4:34 PM