Fireside State Casework Email Form Letters and Templates

Selecting form letters for casework email:

Form letters and templates have been de-emphasized in the new interface. You do not need to specify a form letter or a template. By default, an auto-generated template is used and an editable copy of Blank Letter is used. However, you may select a form letter and/or a template using the “Canned Responses” dialog by clicking the letter icon in the lower-left corner of the email editor.

Selecting the form letter:

1. On the bottom left of the email field, the user will see an icon that resembles a letter. Click on the icon to produce a menu with two options: a) choosing a form letter; and b) choosing an email template.

2. The user will be able to select any letter in an approved state, and doing so will paste the language into the email text field (under any text that may have already been added in).

   a. The user will be able to easily add or remove language within the email text field after the form letter is selected.

Selecting the template:

1. Under the option to select a form letter, the template option will appear with a dropdown menu that displays all of the email templates that the office has in Fireside.

2. The user will be able to select the desired template to apply to the email and later preview the content with the "Preview" button on the top-right corner.

Previewing the email on the template:

1. When ready to see how the email will appear when it is applied to the desired template, click on the "Preview" button on the top-right corner to open a pop-up with the preview.

2. The preview will also display the casework template preview, information filled into the merge fields, and how it will appear in the email client.

Sending the email:

1. When satisfied with the email and ready to send, click on the blue "Send" button that appears on the top-right corner.

2. The page will refresh and display the preview of the sent email under the "Notes and Correspondence" tab along with the:

   1. Date and time it was sent;

   2. The recipient(s);

   3. The form letter that was applied;

   4. The template used with the email;

   5. Subject title;

   6. Additional notes added (if any).