Restrict User Access to Letters

Reason

There is a requirement to restrict access to sensitive client letters..  You can now restrict access to a letter, to the user that created the letter.

Solution

Prerequisite: You must contact Gensolve Support to enable this feature for your organisation.

1. Search for the client via Ctrl-F or via the Client field.
2. Click on Letter on the far right of Gensolve.
3. Select the Letter Template to Use for the letter, and complete the required fields as per the normal Letter generation process.
4. Click Restrict Access to this Letter?  The Create a New Letter screen will turn red.
5. Click Create the Letter.
   
   Note: If you action this to another user, the user actioned or other users will not be able to see the letter.
6. Word will open, and changes to the letter can be made and saved as per the normal letter generation process.
7. The Letter will appear in the client's Letters and Uploads screen for the user that created the Letter, highlighted in red.
   
8. Other users when viewing the Letters and Upload screen will not see the Letter, nor be able to access it's contents.