Create Form Letter from Task, or any other page
GeorgeJ4336 last edited by
I have a task to "Pay foreign associate," although it could be more generally "Pay vendor," such as my draftsman. I'd like to be able to Create Form Letters (for example, as Matter Detail pages can do). Then, I could print the vendor's check from the Task, and print a payment cover letter from the Task, and send the vendor a payment advice via e-mail, all from the Task.
Alternatively, I could print the check and cover letter, and send the advice, from a corresponding Billing Item (expense) page, but that page has neither a "Send e-mail" button or a "Create Form Letter" button. It should.
I already have form letter templates for printing checks and payment cover letters, but I must use these in the Matter Detail page, where the Task fields are not accessible.
Hi George- you actually can attach form letters to a task. Please see the support article.