Edit a Letter Template
You can make changes to an existing custom letter template you created. You cannot change sample templates that come with Sage 50. However, you can edit a sample template and then save it as another template name when you are finished.
To edit a Letter template:
- From the Tasks
menu, select Write Letters. Then
select the type of letter that you want to edit (Customer, Vendor, or
Employee).
The Select a Report or Form window appears. - From the Forms list, select the Letter template that you want to edit.
- Select the Edit
Letter Template button located below the sample form.
An Edit Letter Template window appears with a Select Recipients and Email Options tab. The name of the template you are editing is displayed at the top of the window. - Change any letter or recipient settings or if you have email settings, select the Email Options tab and change those settings also; tell me more about changing Recipient and email settings.
- If you want to continue editing the template text and fields, go to Step 8. If you have completed your changes to the template, click Save to save the recipient and email setting changes for this letter template and return to the Select a Report or Form window. Click Save As if you want to save the changes to a new letter template name. From the Save As window enter the new name for the letter template and then click Save to return to the Select a Report or Form window
- If you want to edit the template text and fields, click the Edit button to open Word with the template displayed.
- Make any changes to the template text or variable fields; use the Sage 50 Letter Template Toolbar (that appears in Word along with your template) to add variable fields to your template. In Word 2007 or 2010, click the Add-Ins tab to see the toolbar.
- When you have completed your editing, save the template from Word or select Save as in Word to save the template as a new template name. Any changes you made to the recipient and email settings, along with any changes you made from Word, will be saved.
Note: Template fields can hold up to 5000 characters. Anything over 5000 characters will not display.