In these instructions, we have selected the Letter Attachment option. Letter Attachments allow you to add a letter as an attachment to the email, rather than including the letter content in the body of the email.
1.The Assistant Item Letter Attachment window opens.
2.You have two options with the Letter Attachment: create a new letter or select a pre-defined Letter Template from Setup.
3.To create a new letter, you can simply enter a Description and type the content directly into the Letter memo area. For more sophisticated editing options, such as inserting Merge Fields, you can open the Word Processor and work on your letter there. This is described in more detail below.
4.If you want to use a pre-defined Letter Template from Setup, select the relevant Letter Template from the drop-down.
a.NOTE: The Letter Template drop-down will only display Setup Letter Templates using the relevant Merge Table for the Assistant.
b.For example, if you are creating an A/R Notification Assistant, you can only access Setup Letter Templates using the Invoice Merge Table. For the Event Assistant, you can only access Setup Letter Templates using the Event Merge Table, while the Event Attendee Assistant only accesses Setup Letter Templates using the Event Attendee Merge Table, and so on.
c.After you select a Letter Template, the letter's content and Description will be pulled in automatically. You can edit the Description and letter content as required for this Assistant.
5.Whether you are typing a new letter or using a Letter Template, you can open the Word Processor to edit the document. Note that if you are planning to add Merge Fields to the document, the available Merge Table in the Word Processor is Assistant Item Letter Attachment. When you are done working in the Word Processor, click Save to return to the Assistant Item Letter Attachment edit form.
6.The Letter Type, i.e. the format in which the letter will be attached, will default to the Default Letter Type selected in your Communications System Settings. However, you can choose a different option from the Letter Type drop-down: RTF, PDF, DOCX, DOC, HTML, or PLAINTEXT.
7.If you selected an existing Letter Template, its Reference will default in. If you want to change it, or if you are creating a new letter, you can select a Reference from the drop-down. The Reference drop-down is populated by the options created under EventPro Setup > Communications > Communication References.
8.When you are done with the Assistant Item Letter Attachment window, click Save and Close to return to the Assistant Item edit form.
