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To Add a Data Template

1. From the eSite menu, select Setup—Letters—Data Template.
2. If desired, edit the Description for the data template.
3. Select a Fields Group from which you want to select fields for the template, or to view all fields, select the All fields group. Your selection populates the Available Fields list.
4. If desired, use the arrows to move fields between the Available Fields and Selected Fields boxes.
• When you select a field, a Parameter list might appear. If so, select the parameter you want to associate with the field and click Save. The parameter displays in the Selected Fields box with the field label in parenthesis at the end of the text string.
• If a message indicates that the merged field exceeds 35 characters, click OK. Edit the merge field description so that it is no longer than 35 characters and select Save.

Note

For existing letter templates, if you edit templates because selected merge fields contain more than 35 characters, it is necessary to also edit documents.

5. Click Save.

See Also

Data Template Grid

Data Template Tab

Effect of Browsers on Letters

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