Displays existing letter templates. You can create new letter templates. See Creating a Letter Template
You can also copy, open, and delete existing templates.
Letter templates provide standardized content for customer correspondence.
See Letter Templates.
Search for: The value that you want to search for.
XTRAC searches the column that you specify in the in Column drop-down list box to find this value.
Column: A list of all of the columns in the open summary window.
XTRAC searches this column to find the value that you specify in the Search for field.
List of Letters Templates: Includes the name, correspondence type, approval, and description for each letter template. The list also indicates whether the letter template is active or marked for delete.
Search: Searches for the value that you entered in the Search for field and in the column that you selected from the In Column drop-down list box. When the value is found, XTRAC selects it in the list.
New: Opens the Letter Template Detail window where you can create a new letter template.
Copy: Creates a new letter template that is a copy of an existing one. The copy is opened in the Letter Template Detail window where you can rename it.
Open: Opens the selected letter template in the Letter Template Detail window.
You can also double-click an item in the summary window to open it.
Delete: Marks a letter template for deletion.
Letter templates that are marked for deletion are deleted during the nightly batch cycle (after you resolve any dependencies).
Close: Closes this window.
If you made changes in the window and have not yet clicked Save, a warning displays that all of your changes will be lost. Click Yes to close the window and discard any changes. Click No to return to the window so you can save any changes.
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