Migration Manager User ManualWorking with FilesSecure Client Portal Encrypted Portal MessagingHow to Create or Edit a Message Template - Messaging Quickparts

How to Create or Edit a Message Template - Messaging Quickparts

Within the Encrypted Portal Messaging system and File Notes, you have the ability to create template messeges (called Quick Parts) which can be used to add text, signatures, links etc to a new or existing message or file note. This article covers how to create a Quickpart for future use.

1. Accessing Quickparts

You can access Quickparts from one of the following three options.

1.1. Access Quickparts from the Main Menu

From the Main Menu, select Schedules, then Quickparts.

PicPick - Image 4

The Quickpart main window will appear.

The Quickpart Window is spit into a left and right pane.

  • The Left Pane contains a list of Categories.  These are to help you sort your Quickparts and can be added or deleted.
  • The Right Pane contains a list of the Quickparts in the selected Category.
1.2. Access Quickparts from a Portal Message

1.2.1. Open a new Portal Message

To access the Quick Parts editor/creator, you first need to open a Portal Message. The easiest way to do this is to open a matter and click the message button in the top right corner of the Client Detail window.

1.2.2. Click the Quickparts button

When the Portal Messaging window appears, click the Q button on the messaging toolbar to open the Quickparts window.

The Quickpart main window will appear.

The Quickpart Window is spit into a left and right pane.

  • The Left Pane contains a list of Categories.  These are to help you sort your Quickparts and can be added or deleted.
  • The Right Pane contains a list of the Quickparts in the selected Category.
1.3. Access Quickparts from a File Note

1.3.1. Go to the File Notes tab

Open a Matter, then go to the File Notes tab.

1.3.1.1. Open a File Note

Open a File Note, either by double-clicking on an existing File Note or click the + button to add a new File Note.

1.3.1.2. Select Quickparts

In the Body section of the File Note, right-click, then select Quickparts.

PicPick - Image 3

The Quickpart main window will appear.

The Quickpart Window is spit into a left and right pane.

  • The Left Pane contains a list of Categories.  These are to help you sort your Quickparts and can be added or deleted.
  • The Right Pane contains a list of the Quickparts in the selected Category.

2. Deleting, Editing or Adding Categories

2.1. Deleting or Editing a Category

If you wish to Delete or Edit and existing Category, highlight the Category, then click the More button, followed by either Delete or Edit.

  • Note:  You cannot delete the 2 ‘Portal’ Categories as they are mandatory.
2.2. Adding a new Category

To Add a new Category, click the +Add button on the left-hand pane.

Enter the name of the new Category, then click Save & Close.

The new Category is now created.

3. Adding Quickparts

3.1. Add the Quickpart

Select the Catagory on the left-hand pane you would like to add the Quickpart to, then click +Add on the right-hand pane to add a new Quickpart.

The Quick Parts editor will now appear.

Tip: Use the expand button on the right hand side to expand the window.

3.2. Add your content to your Template / Quickpart

First add a description of your Quick Part so that in the future you will know what the Quick Part is about / meant to be used for.

Add the body of the Quick Part by either typing or copying from another document - when a Quick Part is added to a File Note or Portal Message, the body of the Quick Part is what will be added to the note.

Tip: use the right click menu to format your text, add links etc.

3.3. Click Save & Close

When you have finished adding content, click Save & Close.

The finished Quick Part will now appear in the list of available Quick Parts for use in a Message (or File Note).

4. Editing or Deleting a Quickpart

4.1. Editing a Quickpart

To Edit a Quickpart, first select the Category from the left-hand pane, then highlight the Quickpart you wish to Edit.  Then from the More dropdown, select Edit.

Adjust the Description or Body as required, then click Save & Close.

4.2. Deleting a Quickpart

To Delete a Quickpart, first select the Category from the left-hand pane, then highlight the Quickpart you wish to Delete.  Then from the More dropdown, select Delete.

Confirm Deletion by clicking Yes.