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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, Reapit - access to this application within a company is usually limited
Letter templates are created in Microsoft Word and use merge codes/fields - these fields instruct the template to take the required information from AgencyCloudReapit
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
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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
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3. Carry out work on template Your new/existing template will be displayed as a Word document to the right of the toolbar |
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4. Lock objects on template Any images, shapes or text boxes on your templates need to be locked to make sure they don't move when you generate your letter Note |
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Before carrying out this step, ensure each object is in the correct position on your template |
From your template: Right-click over an object and select More Layout Options Image AddedOn the Position tab, adjust the settings to match these outlined below (measurements shown will be in relation to the position of the object on the page) Horizontal Vertical Options:
Click OK to save, then repeat this step for all objects on your template Image Added
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5. Configure preview & preview changes before distributing template |
(functionality available from AgencyCloud 12.156+)When your template is complete, |
from 12.156+ it can be previewed before distributing to your |
AgencyCloud to allow the template to be tested, choose up to 3 role types to be merged into it via the Configure Preview function |
For 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: |
Image RemovedUse the Preview Template Configuration screen to select up to 3 roles from Applicant, Property, Landlord, Contact and Tenancy: Image Added
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
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56. Distributing the new/edited template At the bottom of the Letter Template Editor toolbar: Click Distribute Template The Save file as window is displayed Image ModifiedIn 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
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5a 5a6a. 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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Image RemovedImage AddedTo 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
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:Applicant;File NameAppointment;File NameContact;File NameFor Related articles
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Excerpt |
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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 AgencyCloudReapit |