Process: Creating and Viewing Letters within a Placement Record

Users can Create and View Letters in the Ready Recruit product!

 

Follow the steps below to Create and View Letters within a Placement Record!

 

Quick Navigation

Creating a Letter
Navigate to the Placement Record

 

In the taskbar click

 

 

Select Letter from the drop-down

 

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The New Letter modal will appear with the following fields

 

  • Label - add a name for your letter

  • Template - select from existing templates created in the admin dashboard

  • Page Size - select the letter size

  • Orientation - select portrait or landscape

  • Margin Top - select the margin in millimetres

  • Margin Right - select the margin in millimetres

  • Margin Bottom - select the margin in millimetres

  • Margin Left - select the margin in millimetres

  • Print Letter Head - select from an existing letterhead created in the admin dashboard

  • Content - Use the formatting panel (as described below) when creating the content of the letter

Formatting panel (described from left to right)

  • Source - Displays the HTML source code which formats the letter

  • New Page - adds a new page

  • Preview - preview the letter in a separate window

  • Content Templates - select the template to open in the editor

  • Cut - Remove content

  • Copy - Copy content

  • Paste - Paste content

  • Paste as plain text

  • Paste from word

  • Undo - Undo the last action

  • Redo - Redo the last action

  • Bold - Bolds the font

  • Italic - Italics the front

 

Once the relevant information is entered, click


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The Letter is now created!

                                                                                

 

Viewing Letters

 

In the information storage panel, click on Communication 

 

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Click on the Letters tab


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Displayed is a list of all of the letters previously sent to the Placement, click on the Download icon to view the relevant Letter! 

 

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