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Mobius User Guide |
Published Date: May 15, 2013
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16 Correspondence |
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Create a Microsoft Word Communication
Anchor Point: Person Home Page
- Select Contact Tab.
- From Navigation Panel, select Communications Page.
- From Page Action Menu, select New Microsoft Word.
- Select Client is Correspondent.
- Select Next.
- Select Address from the drop down menu. If the address does not exist it can be manually entered in the address fields.
- Select Template Name from the drop down menu.
- Select Save.
- Print the correspondence, if applicable and close Microsoft Word.
- The correspondence will display in the Communications Page with a status of Draft. The correspondence may still be modified.
Anchor Point: Integrated Case Home Page
- Select Communications Tab.
- From Page Action Menu, select New Microsoft Word.
- Select Case Participant from the drop down menu.
- Select Next.
- Select the Address from the drop down menu. If the address does not exist it can be manually entered in the address fields.
- Select Template Name from the drop down menu.
- Select Save.
- Print the correspondence, if applicable and close Microsoft Word.
- The correspondence will display in the Communications Page with a status of Draft. The correspondence may still be modified.
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