Create Letter Template

When you create a new letter or email template or make changes to an old one, you use the Create Letter Template screen.

This screen contains a text editor with a number of options plus two drop downs: Merge Fields and Merge Tables.

Most of the text editing tools are familiar to anyone who has used MS Word or a similar word processor. You can select your font and its size, you can make your text bold, italics or underlined. You can add bullet points and numbered lists. You can change the margins and indent paragraphs. You can spell check and find and replace.

If you have letters in MS Word that you would like to use, you can paste the text, using the Paste from Word icon. Merge fields from your Word mail merge letters will have to be replaced, however.

Each different type of letter template includes its own set of merge fields and merge tables. These are detailed in the Letter Merge Fields and Letter Merge Tables documents.

To insert a merge field into your letter, place the cursor where you want the field to appear and select the field from the Merge Field drop down list.

To insert a merge table, place the cursor where you want the table to appear and select the table from the Merge Table drop down list.

When you are finished with your letter, enter a name and click on Save.

If you have changed an existing letter and want to save the changes without changing the name, just click on Save.

Use Save As to save a changed letter with a new name.