How to Edit an Attachment

Letter templates are created as Word documents, giving you full control over their content and formatting. When a letter is generated, the Word document is automatically populated with the consumer's information and then converted to a PDF. You can edit a letter template by following these steps: 

Edit Templates

1. Login to your site.

2. On the Dashboard, click Campaigns.

3. Click on Templates under Email Campaigns.
   

4. Select the template you wish to edit and click on it.
   

5. If you are sending emails without attachments, make your edits directly within the text field.
   

6. Click Save when complete.
   
   

   Edit Attached Word Letter Templates

7. If you have an attachment to associate with an email it must be in Word format.

8. Click the Choose File button to select a file to attach. The Word icon will be displayed and display the file name.
   

9. If an attachment already exists and changes need to be made, click on the Word icon to download the file and make changes. 

10. Make edits to the Word document, save the file on your computer.

11. Return to the Campaigns Template edit screen and click the Choose File button again.

12. Select the revised file from your computer and upload it overwriting the original file with the revised changes. 

13. Click the Save button at the bottom to save changes.  

            Note: this will override the existing file and text.