If you need to make a new header file, you can do so in your Letter Template Manager.
To get started, follow these simple steps.
Open the Case Management client, then click Letter Manager.
Click Create New Header File, then save to your Documents or Desktop.
Open the form template Word document, then click the Mailings tab.
On the Select Recipients drop-down list, select Use An Existing List.
Find your saved personal header file, the click Insert Merge Field.
Select your desired information, then click Save.
On your Case Management client, click Letter Manager.
Click Manage Templates, then click Add.
Select your template.