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Data Template Grid

Make the following menu selections to display this grid:

Setup—Letters—Data Templates

Use this tab to add, view, edit, and delete data templates for letters. A template is composed of selected fields.

ClosedFields

Letter Type

From the drop-down list, select the letter type for which you want to add, view, edit, or delete a template. The existing data templates for the letter type, if any, appear in the grid.

Template Name

The name for the data template. Click to view or edit the template on the Data Template Tab.

Delete

Click the Delete Delete iconicon to delete the data template.

Add Template

Click to add a new data template on the Data Template Tab.

 

See Also

Data Template Tab

Effect of Browsers on Letters

To Add a Data Template

To Edit a Data Template

To Delete a Data Template

Fields for Corporate Client Letters

To Associate a Parameter with the Letter Function

Form Letters

Assign Merge Locations

Create Letter Functions

Letters Overview

Letters Setup Overview

Setup Questions for Create Letter Function Details

 

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