Wiki source code of Letters
Last modified by MasterApps Support on 2021/06/18 02:20
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1 | **Injury Master** also allows the creation of customisable **Letters**. These Letters are generated and handled similarly to system Smart Forms. Letter content is prepared electronically in the system from your web browser, and the information is transformed into a printable PDF version of the letter, including your organisation’s logo. | ||
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3 | [[image:Attachments.WebHome@mceclip0.42691.png||style="max-width:501px" alt="mceclip0.png"]] | ||
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7 | ==== **Generating Letters** {{id name="generating-letters" /}}==== | ||
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9 | Letters can be generated from the __Documents__ area of Incidents / Claims. Select the **Generate** button and scroll down to the **LETTER** options. The __Generic Letter__ option is the most basic option for preparing a letter. | ||
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11 | [[image:Attachments.WebHome@mceclip1.e5f70.png||style="max-width:549px" alt="mceclip1.png"]] | ||
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13 | The Letter will open for generation similar to Smart Forms. Some fields are free-text, but many will be auto-populated from the system, or provide widgets from which you can quick-select, browse or add options from system libraries such as **Contacts** or **Locations**. | ||
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15 | [[image:Attachments.WebHome@mceclip2.03f37.png||style="max-width:520px" alt="mceclip2.png"]] | ||
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17 | Once you are satisfied with the content of your Letter, you have 3 options for finishing your progress: | ||
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19 | *. **Save Changes** – save progress and mark Letter as **Incomplete** | ||
20 | *. **Modify Results** – view Letter in an editable version of its final format | ||
21 | *. **Complete** – finish Letter and return to __Documents__. | ||
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23 | Ticking __This document is a draft__ box marks the Letter as **Draft**. | ||
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25 | [[image:Attachments.WebHome@mceclip3.f8d70.png||style="max-width:288px" alt="mceclip3.png"]] | ||
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29 | ==== **Modify Results** {{id name="modify-results" /}}==== | ||
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31 | Letters provide the option of viewing and editing the Letter content as it will appear in printed form. This can be accessed from the **Modify Result** button when generating / editing the letter, or by selecting the __Modify Result__ option from the drop-down arrow in the Documents list. | ||
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33 | [[image:Attachments.WebHome@mceclip4.28500.png||style="max-width:499px" alt="mceclip4.png"]] | ||
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35 | The **Modify Result** page displays the content of the Letter laid out as it will appear when printed. This content includes the information entered in the creation of the Letter including names / dates / addresses / phone numbers and other information drawn from the system. | ||
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37 | The content can then be edited similarly to any text document, either by adding or removing text, or using the other formatting options at the top of the Letter. | ||
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39 | [[image:Attachments.WebHome@mceclip5.5784e.png||style="max-width:497px" alt="mceclip5.png"]] | ||
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41 | Once happy with the appearance of your Letter, you can select **Save Changes** or **Complete** as with other smart forms, or **Edit Form** to return to the smart view of the Letter for editing. | ||
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43 | [[image:Attachments.WebHome@mceclip6.7485e.png||style="max-width:219px" alt="mceclip6.png"]] |