CHANGING DEFAULT PROCESS LETTERS

NOTE: The changes made here will be reflected on any new cases created with the given case process.  Any previously created cases will remain unaffected.

  1. Navigate to the Administrative Tools.
  2. Click on the Case Processes icon.
  3. From here, identify the case process you wish to modify the default letter templates for, and click the letters icon.
  4. To add a letter template to a case process, click the Add Letters button.
  5. Select the letter templates you wish to add to this case process, then click Add Letters.
  6. To update the letter template name, click edit. Also, to delete the letter template from the case process, click delete.