Messenger: Manage Letter Templates

Scope

Steps to create and manage letter templates.

Instructions – Add Letter Template

1. Go to Tools > Libraries > Letter Templates.

2. Click Add a Template.

3. In General Settings, select the Paper Size:

   • A4

   • A5

   • Compliment Slip

4. Enter the Template Name.

5. Select the Orientation:

   • Portrait

   • Landscape

6. Tick Make this as default if you want this template to be pre-selected when creating letters.

7. In Header/Footer, choose which pages will have a header/footer:

   • All

   • None

   • 1^st page only

8. For Margin, enter the measurement for how wide the margin should be.

9. Compose the contents of the header/footer in the text editor. Read our guide for further information: Messenger: Basic and Advanced Editor.

10. Click Save.

11. To create your letters, please read our guide for further information: Messenger: Creating Letters.

Instructions – Edit Letter Template

1. Go to Tools > Libraries > Letter Templates.

2. In the list of existing templates, double-click on the one you want to open the Add/Edit Letter Template window.

3. Make the relevant changes in General Settings/Header/Footer > Save or click Delete to remove it.

Instructions – Delete Letter Template

1. Go to Tools > Libraries > Letter Templates.

2. In the list of existing templates, double-click on the one you want to open the Add/Edit Letter Template window.

3. Click Delete.

4. In the confirmation pop-up, click OK.