Letter Template Editor preview template option

Owned by Fiona Hardy, created
Last updated: Jan 17, 2023
3 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

From AgencyCloud 12.156+, when creating or updating a template via the Letter Template Editor (LTE), users can preview the template they are working on prior to having to save & upload it - this means that a new or edited template is now only uploaded to AgencyCloud when it has been tested/previewed and is ready for use

This change to the LTE allows work to continue on templates without having to leave the LTE - it also prevents letters being generated in order to test new/updated templates (resulting in journal entries being logged against records while testing takes place)

The LTE 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 - for more information, click here: Using Letter Template Editor to create, edit and distribute letter templates

From AgencyCloud 12.159+, the LTE uses the new user interface (UI) format, as outlined here:
New UI round-up: v12.159

1. Work on letter template

From LTE:

  • Carry out required work on new/existing template

  • When ready to preview your changes, move to step 2

2. Configure preview

To allow you to test the template, you can choose up to 3 role types to be merged into it via the Configure Preview function - for example, if you are testing a new market appraisal appointment letter, you would select a property record to test with

From the bottom left of the LTE toolbar:

  • Click Configure Preview

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

  • Click Save

3. Preview template

When the Configure Preview option(s) have been selected, the template can be previewed

From the bottom left of the LTE 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 LTE screen (seen in step 1) to carry out further work or to save/distribute the template

The records chosen in the Configure Preview screen are saved for this session of the LTE, allowing you to continue to work on the template and click Preview when changes need to be checked

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