|
|
Mobius User Guide |
Published Date: May 15, 2013
Bookmark this page |
16 Correspondence |
|
Edit and Send a Microsoft Word Communication
Anchor Point: Person Home Page
- Select Contact Tab.
- From Navigation Panel, select Communications Page.
- From List Action Menu for the correspondence to be modified, select Edit.
- Select Sent from the Status drop down menu (this will prevent further editing once the process is complete).
- Select Save and Open Word, the Microsoft Word correspondence will launch.
- Edit the Microsoft Word correspondence as required.
- 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
- Select Communications Tab.
- From List Action Menu for the correspondence to be modified, select Edit.
- Select Sent from the Status drop down menu (this will prevent further editing once the process is complete).
- Edit the Microsoft Word correspondence as required.
- Save the correspondence.
- Print if applicable and close Microsoft Word.
- Select Save.
- The Communication Page will display the correspondence with the status of Sent.
|