This guide will show you how to add a Template Letter in Connect. When you print letters directly from Connect, you need to select the Template Letters you wish to use. You must have these entered in first. You can find the Template Letters section in the lower left-hand menu of the Main Menu screen, in the ‘Letters’ section.
Depending on who you want to contact with your letters begin on either side of the database.
From the lower left hand menu on the Main Menu screen, under Administrative Menu, in the ‘Letters’ section click on ‘Template Letters’.
Your existing Template Letters are listed here. You can click the name to edit the Template Letter. The following column shows which Party Organisation created the letter template.
You will need to enter margin settings to make sure your letter prints correctly on your pre-printed letterheads.
You may wish to make your Template Letter available to a neighbouring Party Organisation. Once you have saved your letter, you will be able to share it. To do this, follow these simple steps:
To share the Form, select the name of the person in right-hand box of the Party Organisation Access section of the edit page. Simply click the name of the organisation you wish to share it with and click ‘Add’. The name of that organisation will then appear in the “Party Organisation with Access” field.