Creating Letter Templates in Human Ethics

When sending a letter in Human Ethics, Analysts must choose templates that pertain to the submission type they are working on. These templates must first be created by an Analyst or admin.

Creating a Letter Template

1. From the menu, click More, and then click Letters beneath Templates..
   
   
2. Click .
3. When you are finished creating your template, click .

Letter Template Fields and Icons

1. Name: Enter an easily identifiable name for your template.
2. Submission Type: Choose which submission type the template is for. Analysts will only be able to choose templates that pertain to the submission type they are working on.
3. Active: Inactive templates will not show up when an Analyst is choosing templates for letter generation.
4. Body: This is a rich text field. You can use text formatting functions such as heading levels, bold, italic, underline, and strikethrough fonts, text justification, bulleted and numbered lists, hyperlinks, variables, and images.
5. Insert Variable: Learn more about variables here.
6. Insert Image: Learn more about inserting images here.