Mobius User Guide

Published Date: May 15, 2013
Bookmark this page

12 Correspondence

Edit and Send a Microsoft Word Communication

Anchor Point: Person Home Page
  1. Select Contact Tab.
  2. From Navigation Panel, select Communications Page.
  3. From List Action Menu for the correspondence to be modified, select Edit.
  4. Select Sent from the Status drop down menu (this will prevent further editing once the process is complete).
  5. Select Save and Open Word, the Microsoft Word correspondence will launch.
  6. Edit the Microsoft Word correspondence as required.
  7. Save the correspondence, print if applicable and close Microsoft Word Communication Page will display the letter with the status of Sent.
Note
A status of Sent prevents further edits.

Anchor Point: Integrated Case Home Page

  1. Select Communications Tab.
  2. From List Action Menu for the correspondence to be modified, select Edit.
  3. Select Sent from the Status drop down menu (this will prevent further editing once the process is complete).
  4. Edit the Microsoft Word correspondence as required.
  5. Save the correspondence.
  6. Print if applicable and close Microsoft Word.
  7. Select Save.
  8. The Communication Page will display the correspondence with the status of Sent.