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User Guide – Editing Arc Letters

This quick guide will go over how to edit existing letter templates in the ARC Module

To edit an ARC letter template, follow the steps below. If you only want to update which association or project/build status the letter is linked to, complete Steps 1–2 to open the edit letter window, then skip to Step 5. skip to step 5

Step 1:

Go to ARC > More > Letters & Emails to view the letter template part of the site

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Step 2:

Select the "Letter" tab, and then search for the template you want to edit

  • To enter the editor, select the pencil icon next to the template.

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Step 3:

Edit the Name and Display Name fields for this template.

 

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Step 4:

Use the following tools in the editor to update the letter template contents:

  1. Formatting tools: The top bar of the editor includes text formatting options. To preview your edits, select the Print icon.
  2. Merge Fields: Merge fields can be inserted into the letter to automatically pull information from the site's database to fill in the letter.
    1. For example, the homeowner_address merge field automatically inserts the homeowner's address based on the letter recipient.
    2. NOTE: Some merge fields are for specific modules only, be sure to check which ones you are using to ensure they are compatible


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Step 5:

To edit which association or project/build status that the letter is assigned to, select the "Link" tab in the top right of that same edit letter window.

 

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Step 6:

Check off all associations, project statuses, and build statuses that this letter is assigned to.

  1. Select the Associations
  2. Select the project Status or Build Status
  3. Select "Link"
  4. Select "Save"


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