View or print a form, notice, or letter

Periodically, you will need to print a form, notice, or letter regarding a case. Letters generated from TFACTS include large top margins to accommodate your letterhead. Generated documents are in the standard PDF format. You can select the appropriate printer and tray from the generated file.

Print a case document as follows:

1. From the Home screen, click the Case tab. The Case Workload screen appears.

2. Select the case you want to open. The Case Overview screen appears.

3. Click Forms/Notices in the link menu. The Maintain Forms/Notices screen appears.

4. In the Forms/Notices field, select the document you want to print.

5. Click Select. The Document History screen appears.

6. To print an existing document, click the ID link
   
   To create a new document, click Generate Report. For many documents, a parameter screen appears. For example, a letter requires you to enter certain content. If a parameter screen does not appear, the document appears in a PDF. Go to step 10.

7. Complete the fields on the parameter screen and click Generate Report. The document appears in a PDF.

8. To change the parameters you used, click Review Parameters, re-enter the parameters, and click Generate Report..The document appears in a PDF with the new parameters.

9. To save the document to the database, click Save.

10. To print the report, click the print icon in the PDF tool bar. Do not use the printing function on your browser tool bar or menu.

11. Click the save icon on the PDF tool bar if you want to save the file for your own use. Remember, this does not save the document to the TFACTS database.

See also:

View or print a work item document

View or print a standard report.