Create and Upload a Form Letter Template

This article explains the basic steps for creating and uploading a form letter into AppColl.

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To create a form letter, review these steps for Form Emails and Letters.

  1. To upload a form letter, begin by going to the Files module.
  2. Select the FormLetters folder.

  1. Click the Upload button.

  1. Click the Choose File button to select the form letter from your saved files. Remember, the form letter must be saved as an RTF or DOCX file. 
  2. Click the Upload button to upload the form letter to the FormLetters folder. 

 

This video explains the basic steps for creating and uploading a form letter into AppColl