Letters Setup Overview

Before you can display and print letters in eSite, the following setup tasks are required to be completed in the order listed:

Step 1: Create Data Templates

Develop separate templates for residents and/or corporate clients by specifying the fields that automatically insert into a given letter type. These fields are established on the Data Template Tab.

Step 2: Create Form Letters

Assign the form letter to the letter type and select the data template to open the mail merge document used to create the form letter. Data templates are selected on the Form Letter Tab.

During this process, the user sees various additional messages to download the template and create the letter. When a new letter is created, there is informational text in the letter that the user deletes after they follow those next steps to access the merge fields. The messages the user sees depends on the browser used.

Step 3: Assign Merge Locations

Set up your system for client-side merge or server-side merge operations. Selections are made on the Assign Merge Locations Tab.

Step 4: Create Special Letter Functions

Specify a parameter for a special field that automatically changes the value of that field when the letter is generated. These parameters are established on the Create Letter Functions Tab. Refer to Create Letter Functions Overview for examples.

Note

Currently server-side Letters lack support for letter functions and post-merge macro functions.

Prerequisite

Before starting these tasks, confirm that you have Microsoft Word 2000, 2003, 2007, or 2010 installed on the same system as this application.