Managing Templates*

Written by Dana Kinsey

Last published at: May 7th, 2019

Upload as many templates as you need for each type of communication, however, you will need to make one the Default template for each communication type and you can identify specific transactions that will trigger the use of a certain template.

To make a Template the default Template, 

  • Go to System Data
  • Pick Templates from the left-hand menu to see all your templates 
  • Set an uploaded template as the “Default” for that particular type of template letter, eg. Donation letter, Grant letter, Scholarship letter, etc., by selecting [Make Default] from the templates table default column.

If a template is the default, this will be the letter used by the system when that type of communication is triggered. 

Other management actions are also available in the left menu when you select a specific Template.