Amending a letter template

Zenya Allen
Zenya Allen
  • Updated

Alto uses a word processor to create and edit letter templates. As part of this process, you can permanently make changes to a template by editing the main letter template in your Letter & Stationery Templates library.   

Once a letter template is edited, everyone who has access to the letter will see the changes.  

 Note

Before editing a letter, check which branch or branches use the template as any changes will affect all those where this letter is available

  1. Click Tools on the main toolbar
  2. In the dropdown menu, click Templates and admin
  3. On the side menu, under App Tools, click Letter & Stationery Templates
  4. Click the relevant Letter Template that you wish to permanently change
  5. The Letter Template opens
    1. Name - At the top of the letter template editor, you can amend the name of your letter template
    2. Branch - Within the Template Config, in the dropdown menu, you can amend whether this template will be available to individual branches, or to All Branches
    3. Brand - Within the Template Config, if your agency operates under two different brands, in the dropdown menu, you can amend the relevant brand option
    4. Stationery - Within the Template Config, in the dropdown menu, you can amend which stationery design is best suited to the template
      (Stationery refers to the templates that are set up with your header, logo and footer, i.e. the letterhead design)
    5. Sale or Rent - Within the Template Config, in the dropdown menu, you can amend if the template is specific to one or the other, or All
    6. Edit the contents of your letter template (Insert text from Microsoft Word and other document editors, edit wording, formatting, add tables etc)
      For more information on Letter editor features, click here
    7. Add a merge code(s), if required
      For more information on Adding merge codes to a letter template, click here
      For more information on a List of merge codes for letter templates, click here
    8. Add an attachment, if required
      For more information on Adding an attachment to a letter template, click here
  6. By default, the Preview function will be active allowing you to view a side by side preview of the layout on your chosen stationery. Make sure you're happy with it's appearance, i.e. where page breaks fall, how text wraps, your logo positioning etc. Click Refresh to update the preview, or view it in Full screen
  7. Click Save
  8. Click Close

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Letter editor features