Casework Form Letters - FS Guide

• Navigate to Casework > Form Letters to review and edit your office’s casework form letters, which are used to send emails and physical letters to constituents and agencies.

  • When sending an email, click on the canned responses icon to open a popup to select your form letter. This will produce a dropdown list of all casework form letters (with the colored dot to indicate the form letter status).

    • Note that only form letters in an approved state can be sent.

    • There’s a similar dropdown menu for sending physical letters.

  • When choosing your canned response, you can select an email template and change your default template by clicking “Change Default Template.”

    • You can also set your default email template under My Settings.

  • To help streamline letter editing, you can use casework merge fields to automatically fill in particular values like constituent name or address info.