i-map broker

How can I create a letter within a case in i-map?

If you wanted to send a letter out to one of the individuals that are involved in packaging a case then follow the steps below.

1. Enter the case that you want to send the letter.
2. Click the Document drop down list.
3. Choose to Create Word Document.
4. Then choose which person from this case you want to send the letter to i.e. Enquirer, Broker, etc....

5. A letter will then open with the details of the person that you have requested. Within this letter will be the case details such as the Reference number. You can then edit the letter so that it suits the material that you want to send the person.

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