Alto uses its own word processor to create letter templates. As part of this process, you're able to create a table, which ensures the layout is maintained when you convert the template/document to a .pdf, when you're ready to print or email, or eSign to the recipients.
Any number of tables can be created in a document where you want to keep the spacing between points on a line the same, as you go down a page. Letter templates with tables can be set up with merge codes so when it is produced, the details of the record you have selected are merged with the selected contact or property record to produce a complete document.
When a document is created, the content can be edited before you Finalise and either Print, Email or send by eSign to the selected recipients.
There are two types of letter templates in Alto:
- Ad hoc template
- One that is based upon a Timeline entry (also known as an event-driven template)
This article includes:
- Click Tools on the main toolbar
- On the side menu, under App Tools, click Letters & Stationery Templates
- Click the relevant Letter Template that you wish to add changes
- The Edit Letter Template window opens. Click the Table icon on the toolbar
- The Table Properties window opens
- Rows - Edit to the number required
- Columns - Edit to the number required
- Width - Always enter 100% even if you only want to use half of the table
- Click OK. A table with the number of Rows and Columns appears across your template
In the above example, there are 2 columns, each column is 50% making a total across the page of 100%. If you want the columns to be reduced, you must change the percentage in each cell.
- Click and drag your cursor down the first column, to highlight the first column
- Right click the highlighted column
- Click Cell
- Click Cell Properties
- In the Cell Properties window
- Width - Enter a lower percentage than 50 to reduce the width of the first column
- In the accompanying dropdown menu, click percent
- Horizontal Alignment - In the dropdown menu, click the relevant option for where you want your text to appear in the cell
- Vertical Alignment - In the dropdown menu, click the relevant option for where you want your text to appear in the cell
- Border Color - If you don't want your border to show, click Choose
- Click White
- Click OK
- Click OK
- Repeat steps 1-6 for the second column, again ensuring that the total width equals 100%
- Once your table is created and your Cell Properties are configured, enter your text as required