Insert Case Notes into a letter

Step 1 - Begin generating a letter

For a step-by-step guide on letter generation, please click here. 


Step 2 - Select 'Case Notes' from the 'Insert Information' drop-down list


Step 3 - Select the case notes you wish to insert into the letter

  1. Tick the boxes next to the case note(s) you wish to insert
  2. Press 'OK'


Step 4 - The notes will now appear in the letter

James Hogan -

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