Letter Output

This section is for understanding how to use Letter Generation and specifically, Letter Output. Letter Output is the object used to generate the merged letter based on data record(s) and the Letter Template created in the previous steps. This Letter Ouput record is connected to a Funding Request or Opportunity record and includes the fully merged letter. Use a document merge tool to generate Word documents or PDFs for printing or saving to records or attaching to emails.

Content

Custom Fields

Letter Template
Funding Request
Fund Expenditure
Opportunity
Disbursement
Template Body Final

Flow

Letter_Output_Split_Into_Two_Pages2
fdnp_cf1__Letter_Template_Generate_Template (a subflow called that generates the Letter Output record based on the data record and Letter Template record). See the flows listing on the Letter Template and Letter Template Merge Fields setup page.

Create Letter Output

Use the button created on the Letter Template and Letter Template Merge Fields setup page.
Click the button created in the previous setp to open the screen flow and work through the screens to generate the Letter Output record
Once the Letter Output record is generated, the flow saves the record to the related list.
Use a document merge tool to merge this record with a Word document template for printing
For email notifications, create the Letter Template as an Email (Template Type field) then generate the Letter Output record. Then use a flow to send email notifications using the Template Body Final field as the merged field of the email body.

The Letter Generation process can be customized to bypass the screens in the merge process. Another flow can also be created to autoassign Letter Templates based on a set of rules.