When an operator views a letter from the history or from the XTRAC Work Manager Correspondence, they can print the enclosure but cannot view it. However, XTRAC does not store another copy of the enclosure with the letter that was generated. When XTRAC generates a letter that prints an enclosure, an LTRENC event displays in the work item history. XTRAC does not print enclosures of enclosures. When XTRAC receives a request to print correspondence (automatically using a correspondence generation rule, through a tickler request, or manually by operator request) it prints the latest correspondence that matches the letter template. For example, if your company has not received an answer from a customer regarding a previous letter, you can design a letter template that includes a copy of the first letter as a reminder.Ī letter can have a maximum of 10 enclosures. XTRAC prints any enclosures at the same time it prints the specified letter. EnclosuresĮnclosures are copies of previously generated correspondence that you can associate with a letter template. The operator can then view and select the templates that are associated with the selected filters. Operators use the XTRAC Work Manager Template Summary window to filter templates.Īn operator selects a correspondence type and then selects the template filters: node, item type, subtype, and template group. Filters help operators easily locate a specific correspondence template when creating internal messages or customer correspondence. You can use filters to define a subset of templates that operators can view within a correspondence type. Letters and internal messages differ in the following ways: Differences Between Letters and Internal Messages The larger the template is, the longer it takes for XTRAC to display it. The maximum size of a letter template is 10 MB. For example, image files or Excel spreadsheets. IMPORTANT: XTRAC lets you paste large objects into a letter template. Note: Ticklers are no longer supported and are included only for backwards compatibility. You must define correspondence types before you can complete a letter template. XTRAC also lets you use special data insert codes that insert data from a work item into correspondence items. An operator can open the letter from the History tab or from the Correspondence tab on the Work Item window. When XTRAC generates a letter for a work item, XTRAC creates an event in the history of the work item. XTRAC adds all correspondence menu commands to Microsoft Word so that you can create and maintain letter templates.