Open a new email, select the case, automatically populate recipients from drop-down contact lists, time record and send.
Instantly attach documents from your Interactive Cloud library with the option to convert to secure PDF format before sending.
Email(s) are assigned to the designated case with the facility to add notes and record time. Subsequent emails in the thread will be auto-added and time recorded to Interactive.
Open existing templates previously saved to your Interactive Cloud library or simply open a blank Word document and start from scratch.
Click on this icon to activate your itags list - that's data stored in your Interactive Cloud database. Use tables other formatting to position merge fields perfectly in your template.
Save your newly created or updated template to your Interactive Cloud library and make available practice wide, adding notes and labels for easy identification in the process.
For new templates, modify an existing template already formatted in your house style. Simply edit, add any new merge fields and save under a new title with accompanying notes and labels.
Effortlessly produce letters or forms from your templates.
To save documents to case, click this icon, fill in the pop-up window to identify the case, document type and supporting time record with the option to email as well.
Click this icon to review or edit a draft document from Interactive Cloud. When saving the edited document to case, your changes will be tracked for version control benefits.
By logging in with your username and password, you're authorised to access your data and documents stored within Interactive Cloud straight from Outlook and Word.
Activate settings such as auto-saving after merging Word documents, allocating work types, and auto-creating time recording units for incoming and outgoing emails from Outlook.