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The Letter Template Editor is a an inbuilt tool to assist in managing new and existing letter templates for use in RPS; 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 RPS.

You may also find useful: Letter Template Editor - Using Merge Codes For more information on using merge codes with the Letter Template Editor, click here.

2. RPS Letter Template Editor

  • You will notice a small bar appear on the left with 3 options
  • Create a New Template - This opens a blank Word document and allows you to create a new template from scratch
  • Convert an Existing Document to an RPS Template - This allows you to add a template that you have created outside of RPS and distribute it into the system
  • Edit an Existing RPS Template - This allows you to amend a template that already exists in the system
You may notice that you have categories within your letters. For example... Adobe Sign, Vendor, Sales Marketing etc

  • From the RPS 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

1. Accessing the Letter Template Editor (LTE)

  • Log in to RPS and Click on your Name/Image
  • Go to Tools
  • Click on Letter Template Editor

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3. Distributing Your Template

  • It is important that you distribute your template correctly
  • Click on Distribute Template, at the bottom of the menu
  • Make sure that you select the correct option in the Change Folder drop down
  • Enter a File Name and save
Info
titleSpecific Folders

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2. Letter Template Editor screen

  • 3 main options are offered:

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

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

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

  • 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 these the letter template folders simple , add the Folder Name folder name at the beginning of your the File Namewith followed by a semicolon  (;) - if

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

ExamplesFor example:

Adobe SignApplicant;File Name HereVendor

Appointment;File Name HereSales Marketing

Contact;File Name Here

Brochure For a brochure: File Name here Details

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titleLetter Categories

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Info



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