1. There are
two ways to send a document in ePITS:
|
| 2. For example, if you are in the Daily Tickler and have a query asking if a lost wages statement has been received and you answer No, then click the Do It button, you will automatically be taken to the proper letter to send in response to this query. |
| 3. After reviewing, editing and/or printing this letter, click the Close button. View screen shot. |
4. A dialog box appears asking if you want to mark the letter as sent and set the appropriate ticklers. Answering Yes to this sets the tickler which will appear in the Daily Tickler and on the Daily Worksheet after after a pre-determined period of time. A record of this letter having been sent is also noted in the Client Activity Log. Answering No to this prompt causes the ticklers not to be set. View screen shot. |
| 5. A second dialog box appears asking if you would like to make a log entry. Answering No returns you to the Daily Tickler screen. Answering Yes causes the Log Entry window to appear listing the document you just prepared and you can enter additional text. These log entries contain additional notes or reminders about the letter you sent or the event that caused it to be sent. |
| 6. To use the second method for sending a document, click the Send a Document screen under the Client Forms folder on the Site Plan. View screen shot. |
| 7. The document list includes additional documents that are not used for every case, and therefore, are not included in the Daily Tickler. For example, the threat of litigation letter (LITTHRET). View screen shot. |
| 8. Once you are at the document list, scroll until you find the desired document. Click once to select it, then click the View Document button, or simply double-click on the desired document. View screen shot. |
| 9. After reviewing, editing and/or printing this letter, click the Close button and follow Steps 4 and 5 above. View screen shot. |
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