Generate Note from Email Template Block

Placed on an auxiliary case/matter form, this block allows users to create a case note and optionally email it. The body of the case note is created from the selected email template.

Example use: Provide a link like "Volunteer Attorney Notes" on cases. Instead of a standard blank case note, the form will show a 'preformatted' case note to guide the volunteer in filling out the note body.

Configuration Options:

• Email Template selection (required)

• Allow in E-Transfers Default

• Allow Send as Message Button

• Allow Save/Draft Note Button

• Size of Notes Field

• Allow Note to be Emailed

• Other options for emailed notes

• Allow Attaching Timeslips