Letter Templates

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