Creating Your First Form Letter
Overview
This tutorial will review create a Form Letter. If you have not already, please review the Form Letter Overview tutorial to go over how fields in Form Letters work.
Due to unique fields available on different forms in Wise Option, be sure to follow this general rule: Create form letters where you will use them and use them where you created them.
Estimated Time to Complete – 5 Minutes
Instructions
Click the tabs below based on the version of the Wise Option software you need instructions on.
Video How-To
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below. Video coming soon
Step-by-Step Guidance
Due to unique fields available on different forms in Wise Option, be sure to follow this general rule: Create form letters where you will use them and use them where you created them.
Navigate to the form from which you will use the Form Letter
For example, if this Form Letter is to be an email template for sending a Departure Report, you should navigate to the Departure Report generation form, click Send email as PDF and create from there.
Review the categories present on the list in the right. If you would like to add the Form Letter to an existing category, please select the correct category.
If you would like to add a new category, click the add button at the bottom left.
Once the appropriate category is selected, click the add button on the bottom right to add a new template.
Name the template and submit
Begin by typing the Form Letter (email template in this example).
Review the available fields on the left and double click to insert them in the Form Letter on the right in the appropriate space (e.g. Customer Name, Patient Name, Company Logo)
Once you are happy with the template, click Save Exit.
Be sure to test the template to ensure formatting and fields autofill correctly.
You can always go back and edit the Form Letter.
Create another if needed
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