Set Up & Manage Letter Templates in Boards and Committees

You can speed up the process of creating a letter to send to members of boards and committees by using a letter template. This article will show you how to configure a letter template.

Set Up a Letter Template

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

3. Navigate to the User Menu, then click the Settings option:

4. Scroll to the Templates section and click the Letter Templates button:

5. Click the Add button to create a new template:

6. Add a Template Name in the Template Name field:

7. Add the text that will be included in the body of the template letter in the body field:

   Note:

   You can click and drag the Resize tool (triangle icon) to increase the size of the text box, or click the Maximize button (multi-directional arrows icon) to expand the text box to the full size of the browser window, if desired:

8. Use the Paragraph Formatting and Text Formatting tools to format the look of the text, if desired:

   Note:

   You can click the body option following the text entry field to quickly highlight all text in the text entry field, or select the p (paragraph) option following the text entry field to quickly highlight the active paragraph if desired:

9. Select items from the Merge Tags dropdown list to insert placeholders for dynamic content such as dates, titles, and contact information, if desired:

10. Click the Source button to view and edit the HTML source code of the letter template, if desired:

11. Click the Save button to save the template:

12. The template has been saved and will now appear in the Letter Templates list:

Edit a Letter Template

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

3. Navigate to the User Menu, then click the Settings option:

4. Scroll to the Templates section and click the Letter Templates button:

5. Click the Edit button to the left of the name of the template you wish to modify:

6. Edit the Template Name, if desired:

7. Edit the text that will be included in the body of the template letter, as necessary:

   Note:

   You can click and drag the Resize tool (triangle icon) to increase the size of the text box, or click the Maximize button (multi-directional arrows icon) to expand the text box to the full size of the browser window, if desired:

8. Use the Paragraph Formatting and Text Formatting tools to format the look of the text, if desired:

   Note:

   You can click the body option following the text entry field to quickly highlight all text in the text entry field, or select the p (paragraph) option following the text entry field to quickly highlight the active paragraph if desired:

9. Select items from the Merge Tags dropdown list to insert placeholders for dynamic content such as dates, titles, and contact information, if desired:

10. Click the Source button to view and edit the HTML source code of the letter template, if desired:

11. Click the Save button to save the changes to the letter template:

12. The template has been edited:

Delete a Letter Template

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then select the Boards and Committees option:

3. Navigate to the User Menu, then click the Settings option:

4. Scroll to the Templates section and click the Letter Templates button:

5. Click the Delete button to the left of the name of the template you wish to delete:

6. Click the OK button on the popup that appears to confirm the deletion:

7. Your letter template has been deleted: