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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

If you just want to edit which association or project/build status the letter is linked to, 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 both the Name and Display name for this template

 

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Step 4:

This is where you can begin to edit the letter template contents

  1. Formatting tools: The top bar of the editor includes text formatting options and a way to preview what you have edited so far by selecting 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. A good example is the "homeowner_address" merge field, which will automatically pull the homeowner's address into the letter based on who it is sent to.
    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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