eCase Help :: How to add a customised document to a batch case

How to add a customised document to a batch case

When a batch is created, a Response Document is added. This is used as the letter response and as an attachment for the email response. Mail merge fields can be used, so that the response is tailored to each of the correspondents. When a case is added to a print run or is at the responded stage for emails, the response document is created and attached to the case. You can view the document in the batch by clicking on the Editable link or on the Case Details page under the Case Response Document section.

If you would like to add a customised document for one case, this will need to be done at the Awaiting Response stage.

If you would like to…

Then…

Upload a customised version of the response document.

Click on the Case Reference Number of the case at the awaiting response workflow stage.
Scroll down to the Case Response Document section on the Case Details page.
Click on the Attach new files… button.
In the Attach New Files pop up window add a description if required.
Click on the Attach files to case button. The document is now viewable under the Case Response Document section.
On the Batch Response, a message will appear under the Editable link for the case, stating that the case has a custom response document attached.
Click on the Editable link to view the document.

NOTE if a document has already been loaded, click on the Upload New Version… link. Once a new version of the document is uploaded, the Version number will become available along with the View History link.

Delete a customised document

Click on the Case Reference Number of the case at the awaiting response workflow stage.
Scroll down to the Case Response Document section on the Case Details page.
Click on the Options link and select Delete.
Click on the OK button if you are happy to delete the document. The document will be removed from the case.

How do I identify if a case is in a Batch?