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Legal Case Management System

Tracker: Feature Requests

5 Function to send a letter to client using template - ID: 1833256
Last Update: Comment added ( saidmsl )


Writing of letters to client, this is a function that a few users have
requested, and we could add it. However, we need more information from
users such as you, in order to built something that answers the
requirements in various legal fields. What do you think of the following:

- In the "Client details" form, add a link "Send a letter"
- The form "Send a letter" would then ask the user to select a template,
the address (home, office, other) if any, and perhaps other small details
(ex: case ID/title).
- LCM would then generate a letter in Open Office Writer format, so that
the user may edit it locally (i.e. complete the text itself to be added in
the letter).
- Do we need other info?

I am not sure what should happen after that:

- Do we add a follow-up automatically? (a letter has been sent) or is it
up to the user to create a new follow-up to indicate that a letter has been
sent? (I would prefer to let the user decide, since the letter may be sent
another day)

- Do we add the letter in the "documents" of the client, case? or do we let
the user decide where to upload it? (here again, I would let the user
decide)

other?

---

Technically:

- allow admins to upload templates in OpenOffice Writer format.
- when letter is generated, unzip template, search-replace template for
specific tags, zip files (so that any images in the template work), send to
user.


Mathieu Lutfy ( mlutfy ) - 2007-11-16 16:55

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Mathieu Lutfy

General program - User requests

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Comments ( 3 )




Date: 2008-12-25 16:18
Sender: saidmsl

Hi,
i'm interested to work on it.
i see that you can customize the UI with custom pages. do you have any doc
or tutorial on it? or
examples?
i do not want to change the core program

Thanks


Date: 2008-03-19 14:41
Sender: gayerie


“TinyButStrong OOO” website :
http://phpclasses.100pour100net.com/browse/package/2624.html


Date: 2008-03-19 14:31
Sender: gayerie


Functional suggestion:
- Instantiating a template may create a document managed as others
documents, rather than a sending mail
- Mailing may be an action available on any document, as editing or
deleting.


Technical suggestion:
The PHP package “TinyButStrong OOO” is dedicated to create OpenOffice
document based on templates.



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