Creating a letter template

See also:

Creating a Recall Letter in Presentation Manager v11

Portal blog and video: Creating letter templates

To create a new template

1. Open the Document Details screen.
2. Click the Add button:

   

   The Create Template screen displays, with default (locked) Standard Templates listed. You have to base any New template on a standard template, so it is essential to select a starting template.

   IMPORTANT: For EasyPost you must select an EasyPost template as these have the address labels set up for EasyPost.

   

3. In the Create Template window:

   

   TIPS:
   
   - To quickly locate a known template: Select any template then type the starting-letter of the known template to immediately jump to the next template starting with that letter. Keep typing to cycle through all templates starting with that letter.
   
   - Select the Import Templates button to browse for and then import saved templates.

4. Click the Create and Edit template button:

   This opens the standard means of creating / editing templates from an MSWord RTF document.

   

   To change this template to a Non-EasyPost template (and remove the non-editable blue address block)

   Simply click the Remove EasyPost Support button at top left in the Merge Fields tab:

   (You will only see this if you have your Presentation Manager in PINNED mode)

   

   (You can also opt to Add Easypost Support to a non-EasyPost template)

   To select a Merge Field:

   

5. Save and close this template when completed. NOTE: You may need to close and re-open the Document Details window to see a preview of the updated template.
6. At any time you can re-open it for editing by double-clicking the template in the Document Details screen list.