Overview
In CMPOnline, companies have the ability to apply letterheads to documents using merge fields. This is helpful because if any changes are needed for a letterhead, changes only need to be made to one template (the letterhead template), rather than all regular document templates. This also gives you the ability to have multiple letterheads and have the system select the correct letterhead based on case file information such as state, judge, and more.
Creating the Letterhead
- Navigate to Administration > Setup > Document Templates.
- Though not needed, it may be helpful to create a new folder named “Letterheads”. You can do this by clicking the “New Folder” icon.
- Either in the newly created “Letterheads” folder or any other, create a new template by clicking “Create New DOCX”.
- The document editor should now appear. Here, you can create and customize your letterhead to your liking. If no document editor appears, ensure popups are enabled.
- Once the letterhead has been created, go to “File” and click “Save As”. You’ll then be asked where you wish to save the letterhead and what you would like to name it. Once those fields are filled out, click “Save”.
- If you are then asked if you would like to leave the page, click “Yes”.
- Move back to the document templates area and ensure your letterhead is where you saved it.
- Repeat the previous steps if additional letterheads are needed.
Inserting the Letterhead into Documents
- Navigate to Administration > Setup > Document Templates.
- Enter the template in which you would like to insert a premade letterhead.
- In the merge field search, search for “_LETTERHEADTEMPLATE”.
- Double click the “_LETTERHEADTEMPLATE” merge field or drag and drop into the template where you wish to insert the letterhead.
- Click “File” and then “Save”.
Setting the Letterheads
For the “_LETTERHEADTEMPLATE” merge field to work from the previous steps, follow the steps below.
- Navigate to Administration > Lookups > Documents > Document Letterheads.
- Click “Add New”.
- Browse for the file created from the “Creating the Letterhead” steps. You can click “View” to ensure the correct file was selected.
Adding a Condition
Conditions are optional, but useful. Conditions allow you to choose which letterhead is loaded into a document based on certain conditions. In the steps below we’ll use the example of filtering based on the opponent state, though conditions can be created for any merge field in CMPOnline.
- In the conditions field, enter [OpponentState]!=”FL”. This will generate this letterhead whenever the opponent’s state is NOT Florida, signified by the “!=”. View the table below for more conditional options.
- Click “Save”.
- We’ll now enter the letterhead that will be loaded when the opponent state IS Florida by repeating the steps for “Setting the Letterheads” and “Adding a Condition”, but inserting [OpponentState]==”FL” as the condition. Note that the “==” signifies equal too, opposed to “!=” from before which signifies not equal to.
