Letters Module

Letters

The Letters module on the navigation bar, located at the top, opens up the Letter Templates Tab. In this module, you are able to create, edit, and delete customized letter templates.

 

  1. Smart Search – allows for you to look through a specific letter template throughout all the folders located within the Letters module.
  2. Folders Pane – gives the user the ability to create new folders and sub-folders where you can save the customizable letter templates. Once choosing a folder, the Templates pane will show all the templates located in that folder.
  3. Actions Menu – located to the left of the letter, allows the user to edit, move, rename, or delete the letter template.
  4. Records per Page – located at the bottom of the page that gives the user the option of how many templates should be displayed per page. The user has the option to choose between 25, 50, and 100 templates displayed per page.
  5. New Template – allows for a new letter template to be created and saved.
    View Video: Create Custom Letter Template
    View Video: Edit Letter Templates
Designing a New Template

 

  1. Cut: deletes and copies the selection to the clipboard (Ctrl+X)
  2. Copy: copies the selection to clipboard (Ctrl+C)
  3. Paste: pastes contents of the clipboard
  4. Paste as plain text: pastes contents of the clipboard as unformatted text
  5. Paste from Word: pastes contents from Microsoft Word maintaining most formatting
  6. Undo: undoes the last change made and restores the letter to its previous state (Ctrl+Z)
  7. Redo: reverts the last undo operation (Ctrl+Y)
  8. Source: allows editing of HTML source code
  9. Document Properties: displays a window with General, Design, Meta Tags, and Preview options
  10. Print: allows printing of the letter
  11. Templates: displays window of pre-defined forms with page layout, text formatting, and styling
  12. Find: displays window that allows searching and replacing multiple occurrences of text
  13. Select All: selects all contents of the letter (Ctrl+A)
  14. Link: displays a window that allows adding of hyperlinks, anchors, and email addresses
  15. Unlink: removes a link when the cursor is placed in a link or part of a link is selected
  16. Image: displays Image Properties window that allows setting of configuration options that define image source, size, display properties, and other advanced properties
    View Video: Add an Image to a Letter
  17. Table: displays Table Properties window that allows setting of configuration options that define columns and rows, table size, display properties, and other advanced properties
  18. Insert Horizontal Line: adds a horizontal line across the letter at the location of the cursor
  19. Insert Special Character: displays a window that allows the choice of a symbol from a set containing Latin letters, numbers (including fractions), currency symbols, punctuation, arrows, mathematical operators, and others
  20. Insert Page Break for Printing: adds a separation, at the location of the cursor, between physical pages when printed
  21. Bold: bolds text (Ctrl+B)
  22. Italic: italicizes text (Ctrl+I)
  23. Underline: underlines text (Ctrl+U)
  24. Strikethrough: strikes text through
  25. Subscript: sets a character that is slightly smaller than the text that surrounds it below the baseline
  26. Superscript: sets a character that is slightly smaller than the text that surrounds it above the baseline
  27. Remove Format: removes text styling from selected text to display default formatting
  28. Insert/Remove Numbered List: creates or removes a numbered list
  29. Insert/Remove Bulleted List: creates or removes a bulleted list
  30. Decrease Indent: decreases the indentation of a block-level element containing the cursor by one tabulator length
  31. Increase Indent: increases the indentation of a block-level element containing the cursor by one tabulator length
  32. Align Left: aligns paragraph with the left margin
  33. Center: aligns paragraph symmetrically along the vertical axis
  34. Align Right: aligns paragraph with the right margin
  35. Justify: aligns paragraph with the left and right margins
  36. Formatting Styles: allows selection of a number of pre-defined block and inline styles from a drop-down list
  37. Paragraph Format: allows selection of a number of pre-defined block-level styles from a drop-down list
  38. Font Name: allows selection of a number of typefaces that are applied to the selected text
  39. Font Size: allows selection of a number of font sizes that change how large or small the selected text is
  40. Paragraph Margin: allows selection of a number of line spacing margins that change how much space is between each line in a paragraph
  41. Text Color: allows selecting the color for the selected text
  42. Add Field: displays a Field Chooser window that allows adding field placeholders from the database
  43. Add Pedigree: adds a resizable placeholder for the pedigree image

View Video: Edit Individual Letter
View Video: How to Generate a Batch of Letters

Updated on April 11, 2018

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