Update a Template*

Written by Dana Kinsey

Last published at: May 7th, 2019

You can update an existing template within the template record:

  • You can add a new version of the template letter by selecting Update File in the left side menu. 
  • You may also view and restore past versions of the letter template by click Versions in the left side menu then clicking [Make Active] next to the applicable version.
  • You can delete obsolete templates or leave other versions in the system for later use if needed.
  • And you can test your template to verify it’s working.
  • To make sure that your template merge fields are working properly click Verify/Test in the left side menu. Then review the generated document to make sure data has pulled into all of the merge fields. 

    • If the merge fields are not populating properly check your letter template: 

      • Make sure that you included the double curly brackets when you copied and pasted the merge fields. 

  • Next, make sure that the data exists in the system.
    • For example, if you are using profile merge fields, go to the associated profile and make sure the fields you are pulling data from actually contain data. 

  • If the template is still not populating correctly contact support@foundant.com

Back in the Template List you can set an uploaded template as the “Default” for that particular type of template by selecting [Make Default] in the default column to the right of the applicable template. 

Note: if you’ve added a custom Donation letter you must make sure the Donation Templates checkbox is checked on the System Data page.