Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 19 Next »

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

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

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 

 3a. Using letter categories

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

  • No labels