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.

See Also