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Mobius User Guide

Published Date: May 15, 2013
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16 Correspondence

Create a Microsoft Word Communication

Anchor Point: Person Home Page
  1. Select Contact Tab.
  2. From Navigation Panel, select Communications Page.
  3. From Page Action Menu, select New Microsoft Word.
  4. Select Client is Correspondent.
  5. Select Next.
  6. Select Address from the drop down menu.  If the address does not exist it can be manually entered in the address fields.
  7. Select Template Name from the drop down menu.
  8. Select Save.
  9. Print the correspondence, if applicable and close Microsoft Word.
  10. 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

  1. Select Communications Tab.
  2. From Page Action Menu, select New Microsoft Word.
  3. Select Case Participant from the drop down menu.
  4. Select Next.
  5. Select the Address from the drop down menu. If the address does not exist it can be manually entered in the address fields.
  6. Select Template Name from the drop down menu.
  7. Select Save.
  8. Print the correspondence, if applicable and close Microsoft Word.
  9. The correspondence will display in the Communications Page with a status of Draft. The correspondence may still be modified.