{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/592bfadad4be4200b3678aae20e54fde\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/592bfadad4be4200b3678aae20e54fde-1095f9314e2262d4.gif","duration":394.601,"title":"Proclaim Case Folder Integration","description":"This Loom explains how to automate where generated letters and emails are filed within Proclaim Desktop using case folder structures. It shows how local folders (for example, “Peter Parker documents”) appear only in the specific person’s case, and how documents can be moved manually via right click to a chosen folder. In Workflow Maintenance, the author demonstrates setting default folders for letters, noting that some templates already have a predefined default folder while others can be assigned from a drop-down list. After settings are saved, sending a consent form and appointment letter automatically increments letters out, and sending an appointment email increments emails out, then can be opened from those updated folders."}