Letter templates can now be created using document-based templates. It provides enhanced formatting capabilities and improved document presentation.
This feature mirrors the document template functionality available in E-forms, allowing you to upload Word documents as templates and have the system automatically populate data at designated merge fields.
Follow these simple steps to create your document-based letter template:
Click on Admin, then My Company.
Within the admin section click CMS Configuration.
Scroll down to the letters section and click on Letter Templates.
Click on New.
Choose the Object from the drop down list.
Select the Is Document Based checkbox and click Next.
Enter the Template Name.
Copy and paste the fields into your word document, which will be replaced with a value. The fields will be different based on the object chosen.
Upload your word document within the Template Document section.
Click Save.
The fields you choose will generate your letter in exactly the format you have set up, and uploaded to the system.