Letter Templates
Letter Templates provides the facility to upload a letter template that can be used to generate letters via the Letters tab within an individual case. The letter template must be of type .docx. Case field variable Letter placeholders can be included within the letter template so that a personalised letter can then be viewable and downloadable if the user role is permitted. Multiple letter templates can be created.
Currently letters can only be downloaded on an individual letter basis as a .docx file.
Letter templates must be managed within MS Word. Once uploaded a letter template cannot currently be amended within Jadu CXM, although an updated version can be uploaded into the platform.
Within a case, a letter to be created can be selected from the list of available letter templates.
Once generated a letter can be downloaded from the Letters tab within a case.