Viewing Contacts
By clicking on Contacts, you will find the list of contacts that are involved with this file and their contact information. Here you can also create a Template Letter and attach it to the file. Template Letters are preformatted documents that have been created as a template that uses tokens to insert information from the file.
Creating Template Letters
After clicking on the Contacts option:
Select the Category by clicking on the drop-down button for Select Category
Select a Template by clicking on the drop-down button for Select Template
Pick the Branch by clicking on the drop-down button for Branch Address for Letterhead and the Report Name will automatically populate
If you want to view the document first check the box for Auto open this pdf/dox/xls after creation and Click on either Produce Letter (PDF) or Produce Letter (DOC/XLS)
The document will populate in Saved Letters and you can view it by clicking on View