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INSZoom - How do I Edit a Letter Template Attached to a Case?

This article will guide you on how to edit a letter template attached to a case

How do I Edit a Letter Template Attached to a Case?

Need to update a letter template that's been attached to a case? Here's how!

First, navigate to the case for which you want to update the letter template. Next, select the hyper-linked name of the template. This will open the template in Microsoft Word Online. You can then edit the template right there without having to download, edit, and then re-upload:

 

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