#49 Function to send a letter to client using template

[Mathieu Lu]

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?

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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.

[J.G.]

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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.

[J.G.]

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

[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