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Correspondence Templates
Page Location: Admin > Page Builder > Correspondence Templates
This section of Page Builder called "Correspondence Templates" contains various communication templates which are used by the system. The correspondence templates feature allows for custom email and letter templates to be created and utilized throughout your training and tracking processes as needed. Additionally, standard email templates for set features and functions in the system can be developed along with adding attachments that can be made available throughout different locations in the system as well as email.
Standard Templates
These templates are emails which are used by the system based on taking an action. Content used in the Standard Templates cannot be copied and moved to the Custom Templates section. Each Standard Template is unique and has different information available for merge fields.
Custom Templates
These templates are designed to be sent to the Student, Manager and/or Instructor as needed. Emails and letters can be set up with pre-set working and merge fields to make communicating to these people and roles quick and consistent.
Available Attachments
Upload and store standard email attachments send with the custom emails. For example, upload a driving directions to different class locations.
To upload a new document simply press the "Add New Record" link above the table of attachments. If an attachment is no longer needed, press the "X" button on that row to remove the attachment.
See also
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