Edit a Letter Template

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

1. Sign in to your meetings solution
2. Click to expand the User Menu:
   
3. On the expanded user menu, click the Boards & Committees option:
   
4. On the resulting Boards page, click to expand the User Menu:
   
5. In the Boards page User Menu, click the Settings option:
   
6. Scroll down to/locate the Templates section and click the Letter Templates button:
   
7. Select Edit next to the template you would like to modify:
   
8. Edit the Template Name, if desired:
   
9. Edit the text that will be included in the Body of the template letter, as necessary:
   
   
   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.
   
10. Use the Paragraph Formatting and Text Formatting tools to format the look of the text, if desired:
    
11. Select items from the Merge Tags drop-down list to insert placeholders for dynamic content such as dates, titles, and contact information, if desired:
    
12. Select Source to view and edit the HTML source code of the letter template, if desired:
    
13. Select Save to save the changes to the letter template: