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Letter System FAQ

CMS Web Based Letter System

 

FAQs

 

Q: How does CMS Web Based Letter System help me stay in touch with clients?

 

A: CMS Letter System offers a complete communication capability. You can send emails directly from the system to clients, creditors, vendors and subjects. You can copy and blind copy anyone you want to keep informed.

 

Using letter templates that you create for your company you can quickly formulate any type of correspondence and send it out. You can also generate .PDF files that can be printed and mailed through your company’s normal channels.

 

You can send quick notes or complex instructions through CMS. You can attach invoices and receipts to emails and, what’s more, you will have a complete record in the case file for all correspondence.

 

Q. Can I create my own letter templates?

 

A: Web Based Letter System makes it easy to create a variety of letter templates for all your business needs. You can create different templates for invoices, correspondence, acknowledgement of receipts, and any other general purpose communications.

 

You can pull up templates and modify them, or use them without changing them, depending on your purpose.

 

CMS Web Based Letter System makes it easy for employees to follow your business processes using predefined letters and email templates.

 

Q: How easy is it to set up letter templates?

 

A: CMS Web Based Letter System is intuitive to use and quick to learn. Any user with CMS administrator privilege can set up a letter template in just minutes.

 

Q: Can I use company letterhead when I create letters in the system?

 

A: CMS Web Based Letter System lets you quickly and easily upload images for company letterhead. Use a single letterhead or multiple letterheads for your business needs.

 

Q: Can I use different letterhead for different purposes?

 

A: CMS Web Based Letter System allows you to create and store multiple letter heads and different letter types. You can tailor headers and footers one line at a time to suit any purpose and create default text for every type of letter.

 

      When you send emails or letters you can easily modify default settings, including default text, to suit your purpose.

 

Q: Can I send letters via email?

 

A: Using CMS Web Based Letter System you can generate both letters and emails. You can attach .PDF letter attachments to emails and send them to any of your correspondents and points of contact.

 

Q: Can I print letters to my company printer?

 

A: You can set up Letter System to print directly through your company printers. Print off letters for regular mailings or file copies.

 

Letter system also keeps online records of all your correspondence.

 

Q: Can I share letter templates with colleagues?

 

A: Anyone with user login privileges to CMS Web Based Letter System can access the templates that are stored in the system. Colleagues can easily find and use letter templates.

 

Q: Does Letter System integrate easily with my other CMS modules?

 

A: All the CMS modules are designed to interoperate seamlessly. Once you install the Letter System into your Case Management System, the Letter System will have access to all the information you have defined, such as vendor and client addresses, including email addresses, user-defined default settings and any other information you have loaded into the system.

 

Q: What if I have a hard copy letter that I want to store with my files?

 

A:  CMS Web Based Letter System lets you upload both soft copy and hard copy letters and documents to store with your case files.

 

Q: Can I copy and blind copy others on emails?

 

A: You can send copies of letters and emails to anyone you wish, including blind copies. You can set up default copy and blind copy addresses, and you can override them or add additional addresses whenever you send a letter or email.

 

      CMS Web Based Letter System allows you to define different default email addresses for different letter templates.

 

Q: Will I have access to the letter templates while I am away from the office?

 

A: Wherever you have an internet connection you can access letter templates, correspondent information and case status and history. All you need is an internet connection and a user login to the CMS. There is no client to load so you don’t even need your own laptop. You never have to remember someone’s email address; it is stored in the CMS database.

 

      CMS Web Based Letter System lets you search and see emails sent and received for all your cases anytime, anywhere.

 

Q: Can I store and retrieve contact email addresses in the system?

 

A: The CMS Web Based System gives you access to all your vendor, client, creditor, subject and other contact information. You can store email addresses, phone numbers and street addresses in the CMS System. Because Web Based Letter System integrates seamlessly into CMS, you automatically have access to all your contact information.

 

Q: What if the CMS System goes down? Will I lose my communication records?

 

A: You will never lose any information stored in the CMS. The CMS servers are maintained with full disaster recovery capability 24/7. You can use CMS with confidence that you won’t ever lose your case histories.

 

Q:  In addition to Web Based Letter System how else can CMS help my organization?

 

A: CMS offers modules to support every aspect of your business. We offer the following modules:

 

·          Case Management System (CMS)

·          Investigation Case System

·          Collection Case System

·          Sales System

·          Project System

·          Letter System

·          Financial System

        ·          Intranet System