Download Correspondence Template User Guide

Correspondence Pod User Guide Version 1.0
Create a New Template
On pressing the [New Template] button, you are presented with the following screen. This controls how
the template will be created, merged and delivery options. Some options are critical to the Merge
Process and once this screen has been submitted, are locked.
Below is an explanation of each field and the options available.
Template Name - this identifies the template and is used for when the user selects the template. If
you are creating a large quantity of templates, especially that require a User to decide
which to use, may require a standard naming convention.
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