Sending Letters and other pre-defined actions

You produce a letter using a pre-defined action wizard. Pre-defined action wizards can be located in the action select box which is located at the top of the case details page.


Simply click on the shortcut of your choice and click the execute button:-

Once you become more familiar with the shortcut codes, you can type the code in the shortcut field and the system will automatically attempt to locate it in the list.

All pre-defined action wizards are classified according to Debtor, Client, Litigation, Close or ReOpen and General Actions. So if you want a pre-defined debtor action wizard, click the button labeled “Debtor Actions”.

To fine-tune the list of action wizards, enter part of the action description in the field labeled “Description” then click the “Locate” button on the Action Bar. This will find only actions where you word is contained in its description.


For example, if you are looking for a 7 days reminder notice, you could enter “7” in the Description field and click “Locate” and it would return all pre-defined action wizards containing “7” in the description that belong to the classification you chose i.e. Debtor Actions.