Using Letter Template Editor to create, edit and distribute letter templates
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 and use merge codes/fields - these fields instruct the template to take the required information from AgencyCloud
1. Accessing the Letter Template Editor
| |
2. Letter Template Editor toolbar New user interface available from AgencyCloud 12.159+ Letter Template Editor toolbar options include:
| |
3. Carry out work on template Your new/existing template will be displayed as a Word document to the right of the toolbar
See this guide for more information on using merge codes with the Letter Template Editor: | |
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 From your template:
| |
5. Configure preview & preview changes before distributing template When your template is complete, from 12.156+ functionality is available to allow it to be previewed before distributing to your users Choose up to 3 role types to be merged into it via the Configure Preview function to allow the template to be tested From the bottom left of the toolbar:
Preview the letter:
| |
6. Distributing the new/edited template At the bottom of the Letter Template Editor toolbar:
| |
6a. Using letter categories On the left panel of the letters screen, you may notice your letter templates are organised into categories
|
Related articles