How to develop a letter template

Root > 3. Customisation

    Follow WiredContact on Twitter

Letter Templates

The WiredContact user guide covering templates is going to be really helpful for you, please see page 78 of the user guide here http://www.wiredcontact.com/Docs/WCE_User_Guide.pdf 

WiredContact ships with an Editor called the Innova Editor, this is not to be confused with Microsoft Word, the editor will allow you to create some outstanding templates with relative ease as long as you know it is not word.

Some basics to help you get the best from it.

Do not cut and paste content from a Word document into the editor you will end up feeling very frustrated, instead copy the content from Word (if you really must) and paste in into notepad (start run then type notepad) once you have pasted it into here Notepad will strip out all of the hidden MS Word Tags that you really do not need. Now copy the text from Notepad and Paste it into the template. Finally save the template with a file name and a Display name that you will be able to recognise.

This is an example of a letter copied from MS Word and pasted into the innova editor so you can see the additional items you simply do not need

</DIV><DIV>&nbsp;</DIV><DIV align=center><SPAN style="FONT-FAMILY: Arial"><STRONG>We still have dates available for the summer holidays.</STRONG></SPAN></DIV><DIV align=center><SPAN style="FONT-FAMILY: Arial"><STRONG>&nbsp;Have you secured your booking for your deep clean yet?</STRONG></SPAN></DIV><DIV align=center><SPAN style="FONT-FAMILY: Arial"></SPAN>&nbsp;</DIV><SPAN style="FONT-FAMILY: Arial"><DIV style="MARGIN: 0cm 0cm 0pt" class=MsoNormal>The summer holidays will soon be with us and we still have availability for an annual deep clean of your kitchen, ducting, carpets and hard floors. We can also test all your portable electrical appliances. All work is carried out at competitive rates. </DIV><DIV style="MARGIN: 0cm 0cm 0pt" class=MsoNormal>&nbsp;</DIV><DIV style="MARGIN: 0cm 0cm 0pt" class=MsoNormal>We understand that it is not convenient or safe to have machinery and technicians around whilst the children are in school so it’s that time again to arrange for these works to be carried out while they are on holiday. </DIV><DIV style="MARGIN: 0cm 0cm 0pt" class=MsoNormal>&nbsp;</DIV><DIV style="MARGIN: 0cm 0cm 0pt" class=MsoNormal>We are currently taking bookings for schools in our area and are writing to remind you that we become very busy during this period. </DIV><DIV style="MARGIN: 0cm 0cm 0pt" class=MsoNormal>&nbsp;</DIV><DIV style="MARGIN: 0cm 0cm 0pt" class=MsoNormal>If you have used us before you will know how we pride ourselves as being able to remove many of those stubborn stains that detract from the appearance of your entrance areas and corridor carpets and hard floors.</DIV><DIV style="MARGIN: 0cm 0cm 0pt" class=MsoNormal>&nbsp;</DIV><DIV style="MARGIN: 0cm 0cm 0pt" class=MsoNormal>Call us today so that we can provide you with a free quotation and fit you into the available slots that we still have. </DIV><DIV style="MARGIN: 0cm 0cm 0pt" class=MsoNormal>&nbsp;</DIV><DIV style="MARGIN: 0cm 0cm 0pt" class=MsoNormal>Please contact us on XXXXX XXXXXX and all of our staff will be happy to answer your questions and confirm your appointment.

Copied from MS Word then into Notepad and then copied into the Innova Editor the template becomes smaller and much easier to handle

We still have dates available for the summer holidays.

Have you secured your booking for your deep clean yet?

The summer holidays will soon be with us and we still have availability for an annual deep clean of your kitchen, ducting, carpets and hard floors.

We can also test all your portable electrical appliances. All work is carried out at competitive rates.

We understand that it is not convenient or safe to have machinery and technicians around whilst the children are in school so it’s that time again to arrange for these works to be carried out while they are on holiday.

We are currently taking bookings for schools in our area and are writing to remind you that we become very busy during this period.

If you have used us before you will know how we pride ourselves as being able to remove many of those stubborn stains that detract from the appearance of your entrance areas and corridor carpets and hard floors.

Call us today so that we can provide you with a free quotation and fit you into the available slots that we still have.

Please contact us on XXXXX XXXXXX and all of our staff will be happy to answer your questions and confirm your appointment.

Letter template Locations.
Out of the box location is in the root of WiredContact in a folder called "LetterTemplates" this is the folder seen when you click on the letters tab at the bottom of a contact record. Once you have your templates all working you probably do not want a new member of the team member of the team editing and damaging the template therefore a safeguard is in place to preserve the original once it is editied.

When a template is edited a copy is made in the users "My Letter Templates" folder that will appear at the bottom of the main Letters Template tab.  Users can migrate the templates they are happy with from their "My Letter Templates" to the main letters location using the Library function where you will see a blue arrow next to the templates, selecting the templates will cause a popup to appear in which you can select the desired location of the template so it can therefore be moved to the Main Letters location in a folder of your choice.

Some advantages of a browser based editor include that you can work from anywhere and there is nothing installed locally to go wrong, if your application needs to be upgraded you do not need to visit each user to upgrade their installation. With WiredContact we work best with Internet Explorer check your default settings are correct here

Footers.
Footers are simple to create and work for one page letters do not expect to achieve this with any browser based editor. If you want a letter with a footer this will be for one page letters only and will not be used for mailmerges.

Printing Headed Stationary
Option 1. Most people will print to already printed headed stationary leaving a gap at the top for the headed stationary.
Option 2. It is possible to print out on plain paper using images stored within WiredContact please email your headed stationary to support@wiredcontact.co.uk for a quotation for setting this up.

Headers
Headers with an image can be included and could include your company logo, continuation stationary where page one has a header and page 2 does not is not a feature of a browser based editor.

Images
You can include images within a template once you are in the editor you will see many functions in the toolbar it is worth experimenting to get the best from the solution, Have a look at Frames, if you insert a frame you can have tabulated content, this is covered in more detail in the User Guide.

Experienced users ?
Many Administrators will setup FTP access to the template folder so that users can edit them locally and simply FTP them to the server, if this is of interest please send this article to your systems administrator who may be able to assist.


Add Feedback