Form Emails/Letters

Form Emails and Letters Overview

AppColl can automatically generate emails, calendar invites and form letters that are populated from information in your AppColl account. This function operates in a similar manner to the mail-merge function of...

Creating and Uploading a Form Letter Template (w/ Video)

This video explains the basic steps for creating and uploading a form letter into AppColl.

Attaching Form Letters to a Task (w/ Video)

This video provides the steps for generating and attaching a form letter to a specific task. The following steps outline the process for creating client-specific form letters associated with a specific task....

Creating Matter-Based Form Letters (w/ Video)

This video provides the steps for generating and associating a form letter to a specific matter. First, you must create a form letter template and upload it to AppColl.

List of all Available Fields in Form Letters and Emails

The tables below shows all the database fields, and their syntax, that can be used in form emails and form letters. General Now {General.Now} General CurrentUser {General.CurrentUser} General EmailPostam...

Adding Address and Contact Information to Form Letters and Emails

You can include address information by using syntax similar to the following in your form email or form letter: {Matter.<mattercontact>.<contactfield>} Any contact field can be used. Some examples...

Formatting Dates in Form Letters and Emails

To format dates, use syntax similar to the following: {Task.RespondBy(<format>)} where <format> may contain the following ‚Äč d Day of the month (1 - 31) A single-digit day is format...

Adding Date Offsets to Form Letters and Emails

To add offset dates, use syntax similar to the following: {Task.RespondBy(-7d M/d/yy)} Subtract 7 days from the Respond By date {Matter.FilingDate(+1m)} ...

Adding the Current Date and Time into Form Letters and Emails

To add the current time and date, use {General.Now} as the field. Note that you can use date offsets and formatting such as: {General.Now(-7d M/d/yy)} - 7 days past from today's date {General.Now(+1m)} - 1 mon...

Adding the Current AppColl User into Form Letters and Emails

To insert the current user in a form, use {General.CurrentUser} as the field substitution. You can also use contact specific fields to further select information, such as {General.CurrentUser.First}, which wo...