Blank letter templates are used to create a letter containing the contact details, greeting and sign off. However, no further information is included in the letter template so users can type the body of the letter themselves.
Blank Letters can be generated from the Contacts tab of a case (See 'Generate Adhoc Correspodence' for more information.
There is also a short cut in the left hand menu of cases that enables users to quickly generate a blank letter to a contact on the case you are viewing.
To generate blank letters from the left hand menu:
- Click on ‘Blank Letter’ in the left-hand menu, a dialog box will open
2. Select the contact to generate the letter for
> The list will display the type of contact, the contact name, and a link to generate the letter.
> It is only possible to generate a letter template for people within your Address Book. You cannot generate letters for Organisations or Locations.
3. The letter will download in your internet browser and be saved in your Downloads.
4. Open the letter in Word to edit.
Note: This option will only be visible if a blank letter template has been uploaded to your Equinox account under System > Standard Templates. For more information on this please see the module on Outgoing Correspondence Configuration.