How
to Set Template Priority:
User can set template order simply
by changing the priority number. While generating letter, template will be
listed according to its priority.
Tracking
Template can be modified whether
to track or not to track and if tracking, tracking colour as well.
�If a letter template is set to
track, it means system will keep record of who sent, when sent, when recipient
was last notified and tracking colour will specify the last letter that was
sent to the recipient.
Deleting
Template
Click on �to
delete letter template.
Edit
Template:
Click on �icon
to modify template content. Template recipient and category cannot be modified.
If user needs to change recipient or category, a new template needs to be
created with a different name.
Click on save icon to save the
modification.
Preview Letter Template
After a new template is created,
template can be viewed with example values.
Click on �to
provide the value(s).
After providing all values, click
on �Preview� button. A new pdf formatted letter will be generated with all
values.
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