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Creating_a_Letter_Template

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3 views

Creating_a_Letter_Template

Uploaded by

oli.esti5696
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Creating a Letter Template

Learn how to create a letter template. This help guide will cover creating a Letter
Template.

Recommended Reading Before You Start


● System Emails Overview
● Favicon, Logo, and Header Images

Content
Create a Letter Template
Instructions
Create a Letter Template

1. Navigate to Settings Icon and Select Global Settings

2. Under Communications, select Letter Templates


3. Select Build New Template.
The list below displays the letter templates that have already been built.

4. Complete Template Settings

Field Name Description

A. Template Name Title your Template. This field is required.

B. Set as Default Check the box if you would like to set this template
Template as your default.

C. Template Type Select if this letter will print on Blank Paper or


Letterhead

D. Font Family This setting will allow you to change the font of your
email.
5. Complete Header Section

Field Name Description

E. Header Background Select the background color of the header


Color section

F. Header Section Height Select the height of header in pixels

G. Header Horizontal Align header left, center, or right


Alignment

H. Header Vertical Align header top, middle, or left


Alignment

I. Header Bottom Border Select border color, style, and size

J. Text Box Enter text for the header. You can use the
formatting tools to change the header text.
6. Complete Content and Foot Section. Select Preview to see what the template
will look like. When finished, select Save.

Field Name Description

K. Content Background Color Select a Color for the content section

L. Footer Background Color Select a background color for the footer


section

M. Footer Section Height Select the height of footer in pixels

N. Footer Horizontal Alignment Align footer left, center, or right

O. Footer Vertical Alignment Align footer top, middle, or left

P. Footer Top Border Select border color, style, and size

Q. Text Box Enter text for the footer. You can use the
formatting tools to change the header text.
7. Your Template will appear on the list of templates below. You can make your
template the default by selecting Make Default.

Recommended Related Articles


● Creating an Email Version
● Creating a Conditional Email
● Setting Membership Due and Overdue Emails
● Creating System Email and Letter Settings

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