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

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