Product Documentation

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.

====== Letter Templates ======

===== Overview =====

This section will review how the Letter Template is designed to work and guide setup of a letter template.

=== Create a Letter Template ===
  * From App Launcher, search and select **Letter Template**, Click **New**
  * Add a **Name** for the template
  * Choose the **Template Type** (either a letter or email)
  * Choose a **Source Object**
      * Letter Templates are currently limited to the objects listed
  * Copy your template text from a source document and paste it into the **Template Body** field. If formatting doesn't look correct, paste the text into Notepad to strip the formatting and then copy/paste from Notepad into the Template Body field. Adjust formatting using the Rich Text tools.
  * Click **Save**

Notice the fields in the template are  not the actual API names of the fields to be merged, just placeholders until the next step.
{{ :donor360:object_configuration:letterbodytemplate.png?600 |}}
{{ :donor360:object_configuration:letterbodytemplateboldtext.png?600 |}}