AppColl Logo
    • Register
    • Login
    • Search
    • Recent
    • Tags
    • Popular
    • Groups

    Make Create Form Letters button available within Tasks module view

    Product Requests
    form letters
    1
    1
    86
    Loading More Posts
    • Oldest to Newest
    • Newest to Oldest
    • Most Votes
    Reply
    • Reply as topic
    Log in to reply
    This topic has been deleted. Only users with topic management privileges can see it.
    • M
      MelissaT3398 last edited by

      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).

      34cafb8e-246b-430c-a85a-0554e3dd7228-image.png

      a94e2ed5-6dfb-4904-95c3-a4e363cd3067-image.png

      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.

      654d432b-dfe0-48b2-af14-7d0c399e43e3-image.png

      1 Reply Last reply Reply Quote 1
      • 1 / 1
      • First post
        Last post

      0
      Online

      550
      Users

      336
      Topics

      965
      Posts