A Blank Letter Template enables users to generate correspondence with the contact’s address details and a sign-off, whilst leaving the main body of the correspondence blank for users to type the main content.
Blank Letter Templates are used for ad-hoc correspondence where users would like to manually type the content of the letter.
Note: Blank Templates can only be used within the Standard Template functionality. It is not possible to set a Blank Template within the Smart Template functionality.
To specify a Standard Template as a Blank Template:
- Go to the System Tab > Standard Templates
- Find and click on the template you want to set as a Blank Template
- Update the ‘Set As’ field and select the type of contact this template should be used for
Note: You can only set one Standard Template to be used as a Blank Template for each type of contact.
For more information on generating a Blank Letter Template on a case, please see ‘Generating Correspondence’.