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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

The Letter Template Editor is an inbuilt tool to assist in managing new and existing letter templates for use in Reapit Agency Cloud; , access to this application within a company is usually limited.

Letter templates are created in Microsoft Word using mail merge fields ; - these fields instruct the template to take the required information from Reapit.


Info

For more information on using merge codes with the Letter Template Editor, click here

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1. Accessing the Letter Template Editor

  • From the main menu, click on your name/office (top left)

  • Click Tools then select Letter Template Editor

    The Letter Template Editor screen will open (usually to the left of your desktop), as shown below

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2. Letter Template Editor screen

  • Options include:

    • Create a new template 
      Opens a blank Word document, allowing a new template to be created from scratch

    • Convert an existing document to a template
      Allows a document, that has been created outside of Reapit, to be added to the system as a template

    • Edit an existing template
      Use to edit an already existing template

  • Select the required option and click Proceed


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3. Distributing the new/edited template

It is important that the correct process is followed to distribute the template correctly

  • At the bottom of the Letter Template Editor screen, click Distribute Template 

    The Save file as window is displayed

  • In the Change folder menu, select the appropriate option to ensure the letter is saved to the right location

  • Enter a File Name for the letter and click Save

    See note 3a for information on saving within categories 



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title3a. Using letter categories
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You may notice your letter templates are organised into categories. For example: Applicant, Appointment, Contact etc.

To distribute a letter to the letter template folders, add the folder name at the beginning of the File Name followed by a semicolon (;) 

If it is a property brochure template, add Details to the end of the file name

For example:

Applicant;File Name

Appointment;File Name

Contact;File Name

For a brochure: File Name Details



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