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    User Access to Form Letters

    Setup Security Profile access to Form Letters in RMS.

    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Users > Security Profiles in RMS.
    2. Select an existing Security Profile and choose 'Edit'.
    3. Navigate to the 'Correspondence' tab.
    4. Select the required Form Letters and choose the '>' button.
    5. Save/Exit.

    Info

    SMS Templates & Form Letters will be displayed in the list of Available Correspondence.

    Visual Guide

    Go to Setup > Users > Security Profiles in RMS.

    Select an existing Security Profile and choose 'Edit'.

    Navigate to the 'Correspondence' tab.

    Select the required Form Letters and choose the '>' button.

    Select 'Save/Exit' to store the changes made.



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