Download Correspondence Template User Guide

Correspondence Pod User Guide Version 1.0
Test Email/Letter – Using the test screen merge data from existing source records to see the results
Active Template
De-activate – de-activate the template so it is no longer available for creating correspondence.
Update Template – use this option to move the template to Update status so it may be updated. A
comment is required about why the template is being changed. The template may still
be used in Live with the existing format by clicking the check box. It is important to
check the box where a specific template is used.
Test Email/Letter – Using the test screen merge data from existing source records to see the results.
This does not create documents in the live document directory, or send the email to
the recipient email user.
Update Template
Template Contents – open a page of menu options, see later for list which includes testing.
Submit – return the template to live status, updating the previous live template with the new
version. A comment may be added.
De-activate – de-activate the template so is no longer available for creating correspondence.
De- active Template
Re-activate – return the template to Draft status. The template will need to be re-authorised.
Delete – Archive the Template.
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