To add content to a standard template

The procedure to add content to a standard template is as follows:

Navigate to Quick Menu > Communication Engine > Communication > Standard Communication. The Standard Communication Maintenance window is displayed.
Expand a company heading from the alphabetical list and select an associated standard template, or type its name into the Search Standard Templates field. By default the list is filtered to show Current templates. An alternative filter can be applied using the Filter by drop-down field: Expired, Future or All combinations 1.
Click on Edit Template. The Standard Template Editor window is displayed.
Enter the body text of the communication that will be the same for all recipients.
Insert place holders - also referred to as merge tags - into the body text where personalised data is to appear (e.g. an address, a salutation, a date reference, etc.). A list of possible tags relevant to the communication module are displayed in the left-hand pane. Expand the relevant entity headings and double-click on the correct tag or type the name into the Search Tags field to display all possible matches 2.
Insert additional place holders into the body text where standard paragraph text is to appear. Expand the Standard Paragraph heading and double-click on the correct paragraph name from the statement bank 2.
Click on Save and Close.

Note

1 The Search Standard Templates field will match against any element of the template name.

2 A pseudo (friendly) name is shown in the list of available tags. Once selected, the physical database field name is shown in the body text.

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