====== 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 |}}