To add a letter pack:
1. Navigate to Manage Document Templates
Click on "Manage Document Templates" on the main menu.
2. Open the letter pack folder
To open the corporate letter packs, select the All Corporate > Letterpack folder.
The letter packs are listed in the document template pane on the right-hand side.
3. Add a letter pack
To add a letter pack click "New".
The New Letter pack dialogue appears.
Enter the Letter pack name and click "OK".
4. Add document templates to a letter pack
To add a template to the letter pack click on the Linked Documents and click "Add Document".
The document search dialogue appears. Search for a document template and double click on the document.
The document template is added to the letter pack.
Specifying a data source
Note: If you want to send a circular to creditors make sure the document template you select has a data source specified.
5. Select a main document
To select a main document, click the tick box on the left-hand side of the linked document.
Note: When using letter packs for merging to portal or email recipients, the main document will be populated in to the contents of the email message. Other documents belonging to the letter pack are subsidiary attachments to the main document and may either be attachments, separate letters or combined into the main document.
Subsidiary documents share the same data source as the main document and the merge codes populate with personalised information.
Where there are subsidiary documents that have a separate data source, but have a single recipient then these documents will retain the data source. Examples of these include:
- A document template using This Counterparty
- A document template using This Contact
- A document template using Job Contact Role provided a single recipient is selected
- A document template using Counterparty Type provided a single recipient is selected