Create New Templates

1. Click on the Configuration tab

2. Click on Template manager

3. Select the category on the left hand side (eg Dinners)

4. Select New at the top left

5. Enter a Template name (eg Final Warning)

6. Click OK

7. Select the template type - Debt or Credit

8. Click OK

9. The new template will show in the centre window

10. Select the template

11. Click on Create letter template, or Create email template, or Create text message template, as appropriate

12. To insert SCO merge fields:

    1. 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.

    2. For Emails and Texts use the Insert field button to insert merge fields

13. Save and Close the template

See also the Reviewing Templates Quick Reference Guide

For further help see also:

SCO Modules

FAQs