Correspondence Management
The enhanced Correspondence Management functionality in the Administration module provides users the ability to manage all correspondences template documents and merge term values used in those documents. In the previous version of ArkCase the user was able to create correspondence templates, but they couldn’t manage merge term values. With the enhancements to Correspondence Management, the user can now do the following:
- Upload, version, and delete correspondences templates
- Rollback to previous versions of templates
- Make templates active or not
- Make templates to be used for specific object types (i.e. Complaints, Case)
- Download and view templates
- Modify merge terms
- Update merge terms
