Letters: Settings & Templates

Letters Settings & Options

• To access the Letters Settings, go to the   button in the top right corner.

• Select  from the left side bar menu.

Basic Letters Navigation

• The main Letters screen in Settings displays the four correspondence types available
  

  

• Click the  button to switch a Letter type to  .

  • When a Letter type is ON - this type of letter will generate for your data.

  • When a Letter type is OFF - this type of letter will not generate at all.
    For Example: if Invoices are OFF then NO Invoices will ever be generated/sent to print queue/emailed out!

• Use the  to expand each type and customize it to your company's needs.

• Click on the  buttons to access a drop-down menu that starts off the process of setting up the exception.

  • Learn more about Exceptions here.

• Select the   button to remove any exceptions you no longer want.

• In the various boxes available use the drop-down menus to select the options you need or type in the information for boxes without drop-downs.

• To set the Template for each Letters type, select the button that is labeled as such and has the   symbol at the end, for example:  .

Setting up Letters Templates

A Letters Template is the guide or mold that each Letters type will appear in, it is the basic setup but will be filled in with the specifics for each separate account that gets that Letter.  Each Letter type has only ONE template.  However you are able to set up certain Layout Overrides.  Learn more about Layout Overrides here.

• Go to the   button in the top right corner.

• Select  from the left side bar menu.

• Click on  the  to expand the Letters type you wish to set up.

• Select the button that is labeled as such and has the   symbol at the end,
  for example  .

• Each Letters type has two templates for setup:

  

  • Document - this is the template that either will be printed or attached to the email.

  • Email - this is the template for the Letters that will be send via Email.

• Select either Document or Email to set it up.

  Setting up the Letters Document Template

• Select the  option.

  Note:

  Your Letters Document will be the same regardless if it will Print or Email.  If Printed this will be the document printed.  If Emailed this will be the email attachment.

• The screen now displays the various different sections of your Template for you to customize.  Each section will be explained below.

• When done editing click  to display a preview of your template.

• Remember to click  when done.

Header: 

You have two options with a Header

• Logo: Your company's logo will be displayed on the top of the page, either centered or to the left.

  • Select Logo from the Layout drop-down menu.

  • Use the Position drop-down menu to select where the logo should appear, Centered or Left.

  • Drag and drop your logo image file into the box or click on  to browse from your computer for the file.

• Banner:Your company's banner/top of stationary will display on the top of the page.

  • Select Banner from the Layout drop-down menu.

  • Drag and drop your logo image file into the box or click on  to browse from your computer for the file.

Address Block: 

• This is where you can edit the font and size of how the date and the recipients address will appear on the template.

• Use the drop-down next to the font name to adjust the font  .

• Use the - and + signs to adjust the font size  .

• Select from the  symbols to make the text bold, italicized or underlined.

Body:

• Insert the text of your template here.

• Use the  drop-down menu to select Admire Fields to add to your text.

• Use the drop-down next to the font name to adjust the font  .

• Use the - and + signs to adjust the font size  .

• Select from the  symbols to make the text bold, italicized or underlined.

Personalized Text:

• An Admire user who reviews this template has the option of adding a personalized note.

• Use the settings here to apply the formatting you wish to use for these messages.

• Use the drop-down next to the font name to adjust the font  .

• Use the - and + signs to adjust the font size  .

• Select from the  symbols to make the text bold, italicized or underlined.

Signature:

• Drag and drop the signature image file into the box or click on  to browse from your computer for the file.

• List the people who should appear below the signature.

• Use the drop-down next to the font name to adjust the font  .

• Use the - and + signs to adjust the font size  .

• Select from the  symbols to make the text bold, italicized or underlined.

Tax Info:

• This section is pulling the data listed under Settings -> Admin Settings -> Organization Info -> Legal Information.

• Changes to this section can only be made in that location (Settings -> Admin Settings -> Organization Info -> Legal Information).

Footer:

There are two Footer options:

• Logo:

  • Select Image from the Layout drop-down menu  .

  • Display will appear like this: 

    

  • Drag and drop the footer/stationary image file into the box or click on  to browse from your computer for the file.

• Text:

  • Select Text from the Layout drop-down menu  .

  • Display will appear like this:

    

  • Use the drop-down next to the font name to adjust the font  .

  • Use the - and + signs to adjust the font size  .

  • Select from the  symbols to make the text bold, italicized or underlined.

Sidebar:

• Click (the last option on the screen), if you wish to upload your company's stationary sidebar.

• The following will display:

  

• Drag and drop the sidebar/stationary image file into the box or click on  to browse from your computer for the file.

Setting up the Letters Email Template

• Select the  option.

• The screen now displays the various different sections of you Template for you to customize.  Each section will be explained below.

• There is no option to preview the email, the Document Preview button is only for previewing the attached document not the email itself.

• Remember to click  when done.

Subject Line:

• Insert the subject of your email here.

• Use the  drop-down menu to select Admire Fields to add to your text.

• Use the drop-down next to the font name to adjust the font  .

• Use the - and + signs to adjust the font size  .

• Select from the  symbols to make the text bold, italicized or underlined.

Body:

• Insert the text of your email template here.

• Use the  drop-down menu to select Admire Fields to add to your text.

• Use the drop-down next to the font name to adjust the font  .

• Use the - and + signs to adjust the font size  .

• Select from the  symbols to make the text bold, italicized or underlined.

Tax Info:

• This section is pulling the data listed under Settings -> Admin Settings -> Organization Info -> Legal Information.

• Changes to this section can only be made in that location (Settings -> Admin Settings -> Organization Info -> Legal Information).