Letters and Communication

Introduction

The Letters and Communication section allows you to:

• Send new letters and email using templates.
• View, edit or resend existing letters and emails.
• View audit trail mail merge extracts.

Compose New Letter

You will find a list of letter templates to select from. Click on the name of the require letter.

Edit Parameters Relating to This Letter

• Letter Name - The name of the selected letter.
• Letter Default Font Face - The default font that will be used for the header and footer sections of the letter.
• Letter Default Font Size - The default font size that will be used for the header and footer sections of the letter.
• User Access Rights - Which selected groups and users that will be able to access the completed letter. The greyed out box displays the groups that are set by Group Access to view all letters and emails on the group options.

Edit the Document

You will be displayed the header details of the record as specified by the template followed by the following fields and options.

• Date - Pre-populated with the date you are creating the letter.
• Subject - This is only for emails, if you wish to use a subject line in the letter then use the main section of the letter.
• Main Letter Section - The main section will be pre-populated with the text from the template. At the top you will find a Text Editor for customising the text.
• Yours - Closing statement like 'Yours Sincerely'.
• Name - Name of the sender.
• Position - The position in the company of the sender.
• Footer - The footer section will be pre-populated with the text from the template. At the top you will find a Text Editor for customising the text.