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Adding other documents to the document container besides letter templates

  • 11 October 2023
  • 2 replies
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When I add documents such as a file note template to the document container and they are categorised as ‘other’, is there a way to access these documents in every matter like how you can access letter templates under ‘letter/fax’ in an open matter? 

Or do they need to be categorised as a letter to be accessed easily from the letter/fax button. 

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Best answer by Sara Sultan 11 October 2023, 16:03

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Userlevel 7
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Hello Kirra,

You will want to categorise them as Letter for easy access.

Ok thank you!

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