Adding Letter Templates
To add letter template:
On the PW Admin menu, under E-mail configuration, click Letter templates.
The Letter Templates page appears.
Click Add.
The Add Letter Types dialog box appears.
In the Type drop-down box, select the letter type.
In the Template name text box, enter the name of letter template.
To select the city for the letter template, in the Location box, perform any of the following steps:
To include a city, select the corresponding check box.
To include all the cities, click Check All.
To exclude all included cities, click Uncheck All.
To exclude a city, clear the corresponding check box.
To select the designation for the letter template, in the Designation box, perform any of the following steps:
To include a designation, select the corresponding check box.
To include all the designations, click Check All.
To exclude all included designations, click Uncheck All.
To exclude a designation, clear the corresponding check box.
To enable the accept/reject button in the letter, select the Action required check box.
The accept and reject text box appears.
In the Accept text box enter the accept button label you want to display in the letter.
In the Reject text box, enter the reject button label you want to display in the letter.
In the Effective date box, select the date up to when the letter template should be effective.
In the Template key drop-down box, select the template key.
Note: Selecting the template key in an email template acts as a placeholder for the respective text while triggering
the email. It pulls the relevant values wherever necessary.
To keep letter template active, select the Active check box.
To provide options to the mark copy in the letter template, select the Mark copy check box.
In the Letter template box, enter the body text of the template.
Click Save & close to save the entered details and close the page.
Click Save & continue to save and continue adding the letter template.
The letter template is added.
Note: Fields marked * are mandatory and cannot be left blank.
Note: To return to the previous page without making changes, click Cancel.
If you want to edit an existing letter template, select the check box corresponding to the letter template. Click Edit, make the required changes and save.
If you want to delete an existing letter template, select the check box corresponding to the letter template. Click Delete and confirm.
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