To use a letter template within an activity
To use a letter template within an activity
1. In the Activities module locate and select the activity.
2. Select the Manage dropdown to the right and select Manage Letter Templates.
3. Select New Template
4. Enter a Name for the template
5. When creating a template for an activity, the letter templates within the Activities Setup can be used as a base template. If there are no suitable templates, see article on How to create a letter template for use in activities for instructions.
6. Select Add
Once completed, the letters can be used for the activity.
7. Select Manage and choose Print Letters
Watch this video to learn about creating letter templates within Activities setup. Activities Setup | Create Activities Letter Templates
Comprehensive resources are available to support you with Activity Settings. Watch our video tutorials or view a step-by-step guides