Introduction
Administrators can create Letter Templates and Letter Heads to be used when creating Letters in the Ready Recruit Product!
This guide will show you some useful features to help set up Letter Templates and Letter Heads within the Ready Recruit Product!
Quick Navigation
Creating a Letter Template
Click on the Admin Settings dashboard icon from the left-hand side navigation panel
In the Communication Configurations tab, click on Letter Templates & Merge Fields.
To add a new letter template, click on New Letter Template
The new letter template modal will appear with the following fields.
- Name - The display name for the letter template within your system
- 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
- 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
- Merge Fields - When creating a letter using a letter template, the merge fields selected here will populate the letter with the data related to the record. e.g Candidate Name
Once the relevant information has been completed click
The template is now created. When a user sends a letter, the template can be selected from the drop-down menu.
Creating A Letter Head
Click on the Admin Settings dashboard icon from the left-hand side navigation panel
In the Communication Configurations tab, click on Letter Heads.
To create a new Letter Head, click New Letter Head
The New Letter Head modal will appear with the following fields.
Name- The name of the Letter Head.
Choose File- This allows you to attach a PDF file with a premade Letter Head attached.
Enabled Checkbox- This enables the Letter Head to be selected from drop-down boxes. (This is ticked by default)
Once the relevant information has been completed click
The Letter Head is now available to be selected!
Editing a Letter Head
To edit a Letter Head, click the edit icon located in the Actions Column
Edit the relevant information and click
The Letter Head will now be saved will the relevant changes!
Editing a Letter Template
To edit a Letter Template, click on the edit icon next to the Letter Template name
In the Edit Letter Template modal window, overwrite the required fields and then click
The Letter Template will now be saved with the relevant changes made!
To delete a Letter Template, click on the delete icon next to the Letter Template name
The Letter Template is now deleted!