Letter Templates

Also on the Communication menu is a facility to upload letter templates. The letter template must be of type .docx. Case field variable placeholders can be included within the letter template so that a personalised letter can then be viewable and downloadable if the user role is permitted.

Letter templates must be managed within MS Word. Once uploaded a letter template cannot currently be amended within Jadu CXM, although an updated version can be uploaded into the platform. Letter templates are system wide and not case specific, therefore intended for generic letters.

A letter is generated via the letter view within an individual case. Within a case the letter template to be created can be selected from the list of available letters. Once generated a letter can be downloaded from the letters view within a case.