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Letter Module

Learn how to use features of the Letter Editor

Heath Keane avatar
Written by Heath Keane
Updated over 2 years ago

You can use CAVO®'s Letter Module as a tool for writing Letters that outline the results of your audit. Once you have crafted the letter, CAVO® allows you to add the letter to the case Library for inclusion in a Review.

Create a New Letter from a Template

In the Letter Module, you are given a blank template by default. To pull in a pre-built template, click on the Letter name, then New Letter, select a template from the list, and click Create.

Formatting your Letter

The Letter Module's toolbar includes the following tools:

  • Paragraph (Header 1, Header 2, Header 3, New Paragraph)

  • Highlight/Redact/Fill

  • Insert checkboxes or drop-down menus

  • Create/Modify Table

  • Bold

  • Italicize

  • Underline

  • Alignment

  • Bulleted List

  • Numbered List

  • Undo

  • Redo

  • Copy letter

  • Insert image

Header

Use the Header tool to adjust the font size.

Highlight and Redact

You can choose a color to highlight your text or to fill in the color of a table cell.

Insert a Checkbox or Drop Down Menu

To insert a checkbox or a drop down menu, click on the Insert option.

Clicking on the drop-down menu and selecting Edit will allow you to add or remove available selections for that menu.

Create a Table

To create a table, select the table icon from the menu bar and hover your cursor to select the number of desired rows and columns.

You can also edit the table as needed by clicking on the table icon again.

Spell Check

The Letter Module automatically underlines misspelled words. You can view spellcheck suggestions by clicking the underlined word. If you would like spellcheck to recognize a word moving forward, you can add it to your team dictionary.

Save Document

The Letter Module autosaves every 5 seconds, but you can save your Letter manually by selecting the Letter title, then Save.

Add your Letter to the document Library by clicking the blue Export to Library button in the top right or by clicking on the Letter title, then selecting Export to Library.

Copy and Paste

At times, it may be necessary to copy and paste your entire Letter into an external application. We created a Copy button for this purpose. The button strips the formatting from your letter, making it plain text, which allows it to be pasted into other editors.

Multiple Letter Sections

Users can also create separate sections of Letters to work on simultaneously. Expand the section dropdown (blue downward arrow) to display the options.

You can rename the current section, modify the header and footer, toggle the page orientation, add another section from scratch or a template, or delete any extraneous sections.

Note: Exporting the letter to the Library will combine all sections in their current order into a singular document.

Headers and Footers

You can add headers and footers to your Letter by expanding the section dropdown.

Enter the desired header and footer and click Back to body to Save.

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