5

Create a Form Letter

You must have Microsoft Word installed on your computer and be using Internet Explorer 11, the Microsoft Edge browser, or the Chrome browser with the Meta4 ClickOnce Launcher plugin to create form letters. When using Chrome, you will need to log out and back into ESL Office after installing the plugin.

5.1

Search the desired policyholders from any sub tab.

5.2

Click the desired policy to view its summary information.

5.3

Click the Claims button.

5.4

Use the drop-down to select which submission you want to view. The drop-down shows an overview for each submission. Click All to view a composite summary of all submissions.

5.5

Click Tasks then Word to display the Claim Correspondence window.

5.6

Create the form letter as follows

Correspondence Date
Date you are sending the letter. Defaults to the current date. Enter a different date directly in the field in MM/DD/YYYY format or click the calendar icon and set the date using the date picker tool.
Send To Company
Click the button and specify the company you are sending the letter to using the Company Search window.
Send To Contact

Click the button and specify the person you are sending the letter to using the Send To window.

A
Enter some or all of the contact name you want to search here.
B
Click to search for names matching your entry.
C
Search results appear here. Click a contact to select it and close the window.
D
Click to create a new contact. Not used when searching contacts for form letters.
E
Clears the Send To Contact field and closes the window.
Sent From Contact

Click the button and specify the person sending the letter using the Sent From window.

A
Enter some or all of the contact name you want to search here.
B
Click to search for names matching your entry.
C
Search results appear here. Click a contact to select it and close the window.
D
Click to create a new contact. Not used when searching contacts for form letters.
E
Clears the Sent From Contact  field and closes the window.
Subject
Enter the form letter subject here.
Template
Select the form letter template you want to use from this drop-down. Templates are defined by your ESL Office administrator.
Message
Enter the form letter message text here.
5.7

Click Merge to display the Correspondence Merge window.

5.8

Click Launch. If this is the first time you've created a form letter, ESL Office downloads and installs the Connexure web app. Once the app is installed, Word will launch and open the selected template with the information you specified.

5.9
Complete the form letter in Word as desired.