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This guide has been reviewed against our global client base and classed as relevant to all regions |
The Letter Template Editor is an inbuilt tool to assist in managing new and existing letter templates for use in AgencyCloud, 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
For more information on using merge codes with the Letter Template Editor, click here
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 |
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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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| title | 3a. Using letter categories |
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 Image AddedYou 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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| labels | Letter template editor lte amend letters templates |
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This page outlines how to use the Letter Template Editor (LTE) - an inbuilt tool to assist in managing new and existing letter templates for use in AgencyCloud |
