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  1. Inreach Solutions
  2. Templates

Templates

Create and use e-mails, letters, certificates, newsletters, and reports automatically personalized to each client.

Configuring Templates

  • An Overview of Templates
  • Access Template Designer
  • Basic Template Designer Options
  • Template Designer Toolbar
  • Advanced Template Options: Insert Document or Form Link, Insert Fields
  • Managing Fonts and Styles on Templates
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Advanced Configurations

  • Add Templates to Form Headers or Footers
  • Print Photos on Templates

Using Templates

  • Send an Email Template
  • Printer Settings for Printing Letter Templates
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