Configuration of Forms and Letters

The available Forms and Letters will be shown on the Case Configuration section for every Case Type and its respective Subtype. Administrator can select the necessary Forms and Letters for the specific Case Subtype and then click the “Update” button to proceed with the configuration.

Administrator also has an option to download the forms and letters if required.

A dialog box will emerge, if the Case Configuration is already associated with any Case(s). Select one of the available options: “Update Existing” or “Create New.”

If “Update Existing” is selected, the selected Forms and Letters will be updated in both the existing Cases and any new Cases created henceforth.

If “Create New” is selected, the selected Forms and Letters will only be applied for the new cases created henceforth.