It is straightforward to set up multiple letterheads, please follow the steps below:
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Note: You must have access to Database Maintenance, Workflow Maintenance and System Matrix.
Create the database entry
Open Database maintenance
Select the relevant case type IE personal injury
Create a new field using the plus icon
Select Option as the field type
Add in a new column/header for Code & another for description.
Save the field using the save icon
Adding in the options to the database entry
Open Option maintenance
Select the relevant case type on the drop down menu
Locate the database field you created
Create some entries using the New button for the letterhead choices you want EG Lethead 1, 2 etc.
In the code column populate with 1, 2 etc. Description is just a descriptor so populate with any name etc.
Save the option list
Add the field to a screen
Open Screen designer
Select the relevant case type
Open any screen you wish to select the option from
Update the screen
Add the field in using the field selector
Save the screen
Commit the screen
Create the system matrix entry
Open System matrix
Select the relevant case type
Create a new entry using the new button
For the description enter Multiple Forms
Press the tab key on your keyboard
Select the option field from the field selector
Save the entry
Exit System matrix
Add the multiple letterhead to a letter.
Open Workflow maintenance
Select the relevant case type
Locate the letter you wish to apply this change to
Click update
At the right hand side of the FORMS: Letter option boxes there is a small icon with several squares and a plus symbol to assign multiple letterheads
Locate the Multiple letterhead entry within the pop out menu
On here, you can assign letterheads against code entries
For code 1 select the relevant letterhead at the right hand side, repeat for any other codes IE 1, 2, 3.
Click save.
Test the letter against the options
Open Proclaim desktop
Navigate to a test case
Select one of your letterhead options from the screen created earlier
Produce the letter
Click Edit
View the document to see if it has appropriately selected the letterhead
