Copy a Letter Template

 


1. Click on the Create Letter icon at the top of the contact or property card
 


 

2. Click on the Select a Template drop-down menu at the top of the panel and choose the template you would like to copy
 


3. You will now be able to click a Copy button to the right of the Select a Template drop-down menu

 


 

4. The Edit Letter Template window will appear which allows you to make alterations to:

 

  • Rename the template
  • Add/Edit the text in the template using the formatting tools. (if pasting from Microsoft Word, please use the paste from word tool )
  • Add/edit the variables (merge fields) using the red V icon - for Contact Variable Best Practice - Rules and Recommendations - click here.

 

*Hint - When typing, click Shift + Enter to proceed to the next line. Enter will make a new paragraph.

 


 

5. Once you have completed your editing, you can select whether or not to share this template with other agents or whether this edited version will be just for you by ticking the Share to Agents checkbox

Permissions: There are multiple permissions in Agentbox that impact how templates can be shared within a database.


6. Lastly hit Save You will be redirected back to the Select Template page and your newly created template can be selected from the drop-down list.

 

 

 

Copy a Letter Template via mail merge editor

1. Click on the Create Letter icon at the top of the target list
 
 
2. Select the template from the Select a Template drop-down that you would like to copy
 
3. The letter will appear in the Edit Template box below. Make any changes as required then click Save Template in the bottom left corner (this will not apply any changes to the original template)
 
 
4. Select Action Create New Letter Template. Give the new template a Template Name, assign to a Category if applicable and Share to all staff (Master Users Only).
 
 
5. Click Create. 
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