These allow you to create templates that draw information from a profile and can be used to generate documents in MS Word.
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🎥 Video tutorial: Profile letters |
Upload a profile letter template
Click on the gear icon to open the Configuration and Settings menu.
In the menu on the left, click Profiles > Profile Letters.
Click on the Dynamic Fields button to display a list of merge fields that can be used in your Word document.
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Once you have added your merge fields in and finalised your document, save it as a Rich Text Format (RTF) file.
Click on the Upload New Letter button.
Click the Choose File button and locate the file on your computer, and click the Upload File button.
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Creating a profile letter
Go to the relevant profile, click the Communications button and select Letters.
Select the relevant profile letter template from the list and click the Word (.doc) button.
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The Word document with the merged profile data will be saved to your browser's downloads folder.
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