Alto uses its own 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 and 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
- Click Tools on the main toolbar
- On the side menu, under App Tools, click Letter & Stationery Templates
- Click the relevant Letter Template that you wish to permanently change
- The Edit Letter Template window opens
- Name - Set this as the name of your letter
- Branch - In the dropdown menu, select as to whether this letter will be available to individual branches, or to All Branches
- Brand - If your agency operates under two different brands, in the dropdown menu, select the relevant brand option
- Stationery - In the dropdown menu, select which stationery is best suited to this template
- Sale or Rent - In the dropdown menu, select the relevant option if the template you are creating is specific to one or the other
- Edit the contents of your letter
- Add a merge code, 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 - Add an attachment, if required
For more information on Adding an attachment to a letter template, click here
- Click Preview (OFF) to display the layout on your chosen stationery
- Click Preview (ON) to continue to edit your template
- Click Save
- Click Close