Editing stationery templates

Stationery templates are set up with your header, logo and footer, then associated with each letter template to produce a complete document for Print, Email or eSign.

This article includes: 

Edit via the side menu

To edit a stationery template to suit the letter you want to produce: 

  1. Click Tools on the main toolbar
  2. On the side menu, under App Tools, click Letters & Stationery Templates
  3. Click the relevant Stationery Template that you wish to edit
  4. The stationery designer opens in a new tab in your browser. Click on an element (text area) that you want to edit
  5. A control panel displays on the side menu. You can now edit the settings in this panel using the dropdown menus
  6. Click Save

 Note

If the stationery designer doesn't open in a new browser tab, your pop-up blockers may be blocking it. Contact your IT team for changes to your pop up blocker settings

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Edit sections via the toolbar

 There are additional editing options on the top toolbar: 

  • Add Section
    • Content Area - Adds a new area into the template. You can edit the settings in the side menu and drag it into the correct position on the template
    • Dynamic Text - You can select from Branch Fields and Doc Fields to add merge codes to your template 
    • Library Image - In the Library Image Browser, you can choose from your media images and place them on the template
  • Clone Section - Creates a copy of the selected element 
  • Delete Section - Removes the selected element
  • Set as BG - Sets the selected element as the background
  • RAW Test - Previews the template using a RAW (unprocessed) format
  • PDF Test - Previews the template as a .pdf document
  • Save - Saves your edited template

 Best practice

You should only edit an existing stationery template if you want the changes to apply to all letters that use that stationery template. 
If you want to edit a stationery template for an individual letter, you should create a new, or clone, a stationery template
For more information on Cloning a stationery template, click here

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