Untitled Form Letter Template
Use this screen to create a Form Letter Template.
Description of fields on the screen
| Field Label | Description |
|---|---|
| Name | Enter a name for the Form Letter in this field. This field is required. |
| Description | Enter a description of the Form Letter. |
| Active | When checked, the Form Letter Template status is active. Active templates can be selected from the workfile. |
| Insert Field | Select this droplist to add available fields to the Form Letter Template. A tooltip description appears when you mouse-over the field . |
| (Letter Text pane) | Enter text and insert fields in this pane. Format the letter as needed. |
| OK | Select this option to save your changes. |
| Cancel | Selecting this option closes the screen without saving. |