How To Create a Communications Template

You can create a template in the Communications module for thank you letters, receipts,  or emails.
  1. Click Communications
  2. Click Manage Communications
  3. Select a category or click New Category to create a new Category
  4. Click New Email or Document Template
  5. Enter name, description and email options
  6. Choose print size (for print documents)
  7. Change margins (for print documents)
  8. Click Next
  9. Select the layout  (If you choose a Blank layout, please note that this will open the template in Advanced Editor mode)
  10. Click Next
  11. Add text to your template
  12. Click Save and Finish
Below, you will find links to articles that describe processes for further customizing your template:



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