Use this screen to create a form letter in a workfile.
Description of fields on the screen
Field Label | Description |
---|---|
File | The menu bar File options include Save Draft, Save and New, Save and Print, Print Preview, and Close. |
Actions | There are no options associated with this button. |
Help | This option launches the CCC ONE Online Help screen. |
Save Draft | Use this option to save the form letter as a draft. Draft form letters can be edited. |
Save and Print | Selecting this button provides you options print, email the selected form letter, or to save the form letter as a PDF. |
Save and New | This option saves the document, closes the current screen, and opens a New Form Letter screen. |
Print Preview | View the document on screen. |
(document header) | The blue document header displays the repair order summary information on the New Form Letter screen: RO Number, Owner, Vehicle (year, make, model), License (plate number), Estimator, Insurance Company, VIN, Exterior Color. |
Template | Use this droplist to select one of the built-in form letters. New form letter templates can be created in your repair facility profile.Templates can be created in your repair facility profile under the Basic Settings section. |
Insert Field | This droplist allows you to select fields to add to your form letter. This option is disabled once the letter has been saved. To insert a field, select it from the droplist. |
(form letter pane) | Enter form letter text in this pane. |
See Also
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