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Quick Training - ARC - Copying Letter Templates

This quick guide will go over how to create and link a custom ARC Letter

Step 1:

Navigate through ARC > More > Letters & Emails

 

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Step 2:

Click on the "Letters" tab to view the letter template section


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Step 3: 

Next, click on "Copy Letter Template"

  • You can create a template from scratch, however, we recommend copying and editing from an existing template 

 

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Step 4:

Select the letter template you want to copy from, then select "Copy Template"


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Step 5

Choose a new "Name" and a new "Display Name", and then edit the contents of the letter.


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Step 6

When you have finished making your changes, select "Save" in the top right of the Create Letter window

 

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Step 7

Now that the letter template is created, you have to link the letter.

  • In the Letter template list, select the Pencil icon button to edit

 

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Step 8

Choose the blue link icon in the upper right


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Step 9

Next, complete the following steps to link the letter

  • Select the Association this letter is assigned to
  • Select the Status that will use the letter (either a Project status or Build status)
  • Select the "Link" button

Be sure to wait for the green confirmation to popup stating the letter was linked successfully

 

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Step 10

To finalize, click the "Save" button in the top right of the edit letter window to save all of the changes made

 

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To confirm the letter is properly linked, the association and what status that association is using the letter for will show in the letter template list.

 

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