You can speed up the process of creating a letter to send to members of boards and committees by using a Letter Template. This article will show you how to edit an existing letter template.
Instructions
- Navigate to User Menu > Boards & Committees
- Navigate to User Menu > Settings
- Scroll down to the Templates section and select Letter Templates
- Select Edit next to the template you would like to modify
- Edit the Template Name, if desired
- Edit the text that will be included in the Body of the template letter, if desired
- Note: Click and drag the Resize tool (triangle icon) to increase the size of the text box, or click Maximize (multi-directional arrows icon) to expand the text box to the full size of the browser window, if desired.
- Note: Click and drag the Resize tool (triangle icon) to increase the size of the text box, or click Maximize (multi-directional arrows icon) to expand the text box to the full size of the browser window, if desired.
- Use the Paragraph Formatting and Text Formatting tools to format the look of the text, if desired
- Select items from the Merge Tags drop-down list to insert placeholders for dynamic content such as dates, titles, and contact information, if desired
- Select Source to view and edit the HTML source code of the letter template, if desired
- Select Save to save the changes to the letter template
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