Letter Manager — Templates and content authoring
Create, edit, delete and apply reusable templates while keeping the internal name, subject and HTML letter body distinct.
Create a Letter Manager template
Create a Letter Manager templateSave a reusable internal name, letter subject and HTML body.Admin Area → Letter Manager → Templates → New Template
Open guide →GuideUnderstand Letter Manager template fields
Understand Letter Manager template fieldsKeep the internal template label separate from the recipient-facing subject and PDF content.Admin Area → Letter Manager → Templates → New/Edit Template
Open guide →GuideEdit a Letter Manager template
Edit a Letter Manager templateLoad the stored template by AJAX, change its fields and update the same record.Admin Area → Letter Manager → Templates → Edit icon
Open guide →GuideDelete a Letter Manager template
Delete a Letter Manager templateRemove a reusable template without deleting letters already created from it.Admin Area → Letter Manager → Templates → Delete icon
Open guide →GuideApply a template to a client letter
Apply a template to a client letterPopulate the client-letter subject and PDF body from a predefined template.Admin Area → Letter Manager → Dashboard → Search Clients & Leads → Predefined Templates
Open guide →GuideApply a template to an external letter
Apply a template to an external letterPopulate the external-recipient subject and PDF body from a predefined template.Admin Area → Letter Manager → Dashboard → Manual Entry (External) → Predefined Templates
Open guide →GuideStart a fresh template after closing the modal
Start a fresh template after closing the modalUse the modal-reset behaviour so a previous edit does not carry into a new template.Admin Area → Letter Manager → Templates → close modal → New Template
Open guide →GuideTroubleshoot Letter Manager template loading
Troubleshoot Letter Manager template loadingResolve missing options, JSON errors or content-editor population failures.Admin Area → Letter Manager → Templates / Dashboard
Open guide →GuideUnderstand Letter Manager template access limitations
Understand Letter Manager template access limitationsDo not assume create, edit or delete is protected by a dedicated template capability.Admin Area → Letter Manager → Templates
Open guide →