You can now separate the form letters that you use within the MailRoom from forms that you use for Casework. When creating or editing a form letter, you can select whether the form is available Anywhere, within the MailRoom, or within the Casework tools. Additionally, the Casework section of site now has its own Form letters tab where you can directly access the forms exclusively tagged as Case forms.
We have examined your account history to automatically tag your existing forms with either the “MailRoom” or “Casework” tag. This will really simplify things, especially for caseworkers, but we may need to help you in re-tagging some forms or help you in finding something that doesn’t appear where it used to! Thanks to all our caseworkers whose feedback led to this new feature!
