Lumary AH - This article explains how to create a letter template with merge fields.
A letter template can be set up to pull information from across a production environment and merge it into a PDF document for distribution. Different templates can be set up to enable the quick construction of letters for different purposes.
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To create a new letter template:
- Click on the Letter Templates tab. You may need to click on the App Launcher nine dot icon and search for Letter Templates.
- Click on the New button.
- Fill in your Letter Template Title.
- Click on the Save button. You'll be able to add text and merge fields once you save.
- Go to the end of the Template field and click on the pencil icon.
You can now enter your generic text and merge fields into the template field. Merge fields are listed in the panel on the right. To include a merge field:
- Click on the button showing the relevant field. This will add the code to the Merge Field Code for Copying field.
- Click in the Merge Field Code for Copying field and select all of the code. Copy the code by right-clicking and selecting Copy or using your keyboard shortcut.
- Click back into Template field and place your cursor in the part of the text where you want the field to appear. Paste the code by right-clicking and selecting Paste or using your keyboard shortcut.
- Once you've added all of your generic text and merge fields, click on the Save button.
Your new template should now appear on the list of templates under Letter Templates.
To edit a template:
- Open the template record.
- Go to the end of the Template field and click on the pencil icon.
This will ensure you have access to the merge fields.