Letter Task Templates

How to set up Letter Task Templates for use by your scripts

To create a new Letter Template select Letter from the Base Template Type (described here). The Editing Pane now contains the Letter Details for the Template:

Creating a new Letter Task Base Template

Properties

Description – describing the Task's role/purpose

Letterhead – a description of any pre-printed Letterhead paper to be used in conjunction with the Template.

The Editing Pane also contains the HTML Editor for adding and editing the Template text and layout. Use the Formatting Menu to create the style of document required.

To add Bookmarks (Databoxes) to the Template, place the cursor on the text area and click the '+' to the right of the selected Bookmark

To edit an existing Letter Template, select the Template in the Navigation Pane to view it in the Editing Pane. Click on Edit to make any amendments required. When complete click Save. To undo changes back to the last save click on Restore.

TIP To add Databoxes to the letter, drag and drop from the bookmark menu into the body.

To add Databoxes to the address fields (To, From etc) you will need to drag and drop from the bookmark menu into the respective fields.