Click on �New Letter� icon. The
icon is located in top right hand corner.
A new panel will appear where
user needs to set new letter template information.
After providing all information,
user can start creating letter template in letter editor.
This letter editor is designed to
have similarity with MS Word which makes it user friendly as well. User can
choose parameter from the list. The value will be replaced dynamically
according to each recipient�s information. Extra parameter is also available in
the list.
Click on �Save� icon to save the
letter. Letter name cannot be duplicated for any report.
��{�or �}� is used as key word to
differentiate as parameter. This key word should not be used for other purpose.
If a parameter value is not replaced appropriately, system will not send any
email to recipient or not generate pdf letter.
Select a report to see all
templates related to the report. Template list will appear like the below one.
|