Question / Issue |
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How do I add a new quote letter template? |
Answer / Solution |
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NOTE: You must have administrative rights to create a new quote letter template.
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Under the Administration menu, click on Edit Agency Letter Templates.
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Click on Create a New Letter button.
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Enter a descriptive name for the letter in the field to the right of the Create a New Letter button.
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Create your letter in the content editor window. To add a field to the letter, copy and paste the field name from the Custom Field Letter Help section on the right. Be sure to include the [ ] brackets before and after the name.
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When you have completed adding your new letter, click on the Save button at the bottom of the screen.
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