Download Correspondence Template User Guide

Correspondence Pod User Guide Version 1.0
There is grid with the last 10 folders of the associated map. To remerge with one these records, click the
row and press the [Merge Selected Record] button. The screen will refresh with the details from the
selected folder merged into the email. If you have a specific type of folder you wish to merge, then you
can use the ‘Subject Contains’ field to get the top 10 folders with that text in the subject line.
Best practices suggests that several folders are selected and merged to ensure different combinations of
fields work successfully. You may wish to enter a test folder with large values in the relevant fields to
determine the effect on the template.
Letter Test Screen
The Letter Test Screen works the same as the Email Test screen except you can request the creation of a
PDF and Open that PDF.
Submitting the Template
Once the Template has been tested successfully, it can be submitted for authorisation. Click on the
‘Submit’ button on the ‘Correspondence Template Content’ screen. This will only appear once all the
screens associated with this template have been submitted included the test form.
Once you have confirmed the check screen, the template will be submitted for authorisation.
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