Page Comparison

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 toolbatwill open (usually to the left of your desktop), as shown below

2. Letter Template Editor toolbar

Letter Template Editor toolbar 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 an AgencyCloud template
  Allows a document created outside of AgencyCloud to be added as a template
  

• Edit an existing AgencyCloud template
  Use this option to edit an already existing AgencyCloud template
  

• Select the required option and click Proceed

3. Carry out work on template

Your new/existing template will be displayed as a Word document to the right of the toolbar

• Use Word document to set up your template as required

• Add required text

• Use toolbar on left to add the required merge fields/codes to the Word document

  • Expand sections, then click and drag required codes onto the Word document

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4. Configure preview & preview changes before distributing template
(functionality available from AgencyCloud 12.156+)

When your template is complete, from 12.156+ functionality is available to allow it can to be previewed before distributing to your AgencyCloud users - to allow the template to be tested, choose

Choose up to 3 role types to be merged into it via the Configure Preview function to allow the template to be tested
For example, if testing a new market appraisal appointment letter, select a property record to test within the Configure Preview screen

From the bottom left of the toolbar:

• Click Configure Preview

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• Use the Preview Template Configuration screen to select up to 3 roles from Applicant, Property, Landlord, Contact and Tenancy:

  • Click magnifying glass icon to right of field and use the search screen to find the required record to use for the preview
    The records chosen in the Configure Preview screen are saved for this session, allowing you to continue to work on the template and click Preview when changes need to be checked

  • Click Save

Preview the letter:

• From the bottom left of the toolbar, click Preview
  A new screen will open in Word (in preview mode)

• When the content of the template has been checked, the preview screen can be closed
  This allows you to return to the main screen (seen above) to carry out further work or to save/distribute the template, see next step

5. Distributing the new/edited template

At the bottom of the Letter Template Editor toolbar:

• 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 5a belowfor information on saving within categories 

5a. Using letter categories

You On the left panel of the letters screen, you may notice your letter templates are organised into categories - for
For example: Applicant, Appointment, Contact etc.

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• To distribute a letter to the letter template folders, add the folder name at the beginning of the File Name followed by a semicolon (;) 
  For example:
  Applicant;File Name
  Appointment;File Name
  Contact;File Name

• 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 , for a brochure:
  File Name Details