Make Create Form Letters button available within Tasks module view
-
Currently, the Create Form Letters button is available to users in two places (that I'm aware of): 1) from within a specific matter (1st screenshot) or 2) from the Matters module view (2nd screenshot).
Would it be possible to make the Create Form Letters button available from the Tasks module? For example: if a user views their docket and would like to use a Response to Office Action Word template (our firm has made available to users), the user could access that template straight from the tasks view. Side note: our response template includes the date of the office action and it would be helpful if the RefDate field could be used within the template.
