Copying a letter template

Alto uses its own word processor to create letter templates. To create a new letter template, if there is a similar one already set up, you can copy the existing template, and then rename and edit the contents of the copied template accordingly. Any merge codes will be copied over into the new template.

There are two types of letter templates in your Alto software when selecting a template to copy. Always  ensure it is the same type of letter for which you want to create.

The two types of letter templates in Alto are: 

  • Ad hoc template
  • One that is based upon a Timeline entry (also known as an event-driven template) 

To copy an existing template:

  1. Click Tools on the main toolbar
  2. On the side menu, under App Tools, click Letters & Stationery Templates
  3. Click Actions
  4. In the dropdown menu, click Create Letter Template 
  5. The Letter Template Wizard opens. Select Copy an existing template and let me amend it
  6. In the search bar, start to type the name of the letter you want to copy
    1. In the dropdown menus, click the Brand, Branch, and Sale/Rent options to refine your search
  7. Click the letter template you wish to copy
  8. Click Next
  9. In the dropdown menu, click the stationery you want to use for your letter. (Your Branch Default will be the one set as your default stationery, in Branch Settings) 
  10. Click Finish
  11. The New Letter Template (based upon another) window opens
    1. Name - Edit the name of your new letter template
    2. Branch - In the dropdown menu, set the preferred branch(es) you would like the letter to be available for
    3. Brand - In the dropdown menu, set the preferred brand(s) you would like the letter to be available in
    4. Stationery - The option set here is the same as what you selected in step 9. However, you can change it in the dropdown menu, if required
    5. Sale or Rent - In the dropdown menu, set the relevant option if the template you are creating is specific to one or the other
    6. Edit the contents of your letter
    7. 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
    8. Add an attachment, if required
      For more information on Adding an attachment to a letter template, click here
  12. Click Preview (OFF) to display the layout on your chosen stationery
  13. Click Preview (ON) to continue to edit your template
  14. Click Save
  15. Click Close

Related articles: 

Creating an ad hoc letter template

Creating a new event driven letter template

Letter editor features bullet points and numbering

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