Create New Templates
Important Information
If you create letter templates from scratch, ensure you follow the instructions below.
Copy any letterhead or logos from your own documents into the SCO document - do not copy SCO merge fields into your own Letterhead - this may cause mail merge problems.
Create New Templates
Click on the Configuration tab
Click on Template manager
Select the category on the left hand side (eg Dinners)
Select New at the top left
Enter a Template name (eg Final Warning)
Click OK
Select the template type - Debt or Credit
Click OK
The new template will show in the centre window
Select the template
Click on Create letter template, or Create email template, or Create text message template, as appropriate
To insert SCO merge fields:
For Letters in Microsoft Word click on the heading Mailings, then click on Insert Merge Field
Copy any letterhead or logos from your own documents into the SCO letter template - do not copy SCO merge fields into your own Letterhead - this may cause mail merge problems.For Emails and Texts use the Insert field button to insert merge fields
Save and Close the template
Please note: If you are creating a template to be used for Staff, you will need to make sure the file name ends with the word ‘staff’ or it will not appear as a template option in SCO for staff members.
For example, a template saved as OnlineAccessLetter will need to be amended to OnlineAccessLetterStaff
See also the Reviewing Templates Quick Reference Guide
For further help see also:
Contact our Customer Support Team
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