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 -

Have more questions? Submit a request

Comments 0

Top