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Form Letter Template Types

 

1. "Form Letter templates can now be assigned a type - Form Letter or Email, which defines how the template is used."  

 

 

 

Email template allow a custom email to be created and attached to a specified email event.

 

 

2.  Document Types

 

“Document types can now be customized based on their document category. Various document types can be added to the Case Type Parameters under Document Types, allowing those types to appear in the Document tab within each case.”

 

To configure these:

•Go to RegE Setup → Case Type Parameters.

•The Document Types panel displays a pre‑set list of commonly used document types.

•These pre‑set document types can be customized by editing the name.

•Once saved, the newly defined document type can be selected when importing documents into a RegE case.