In this Documents and Templates course you will learn how to create a new template, add it into RPM, and use that template as a basis from which to send out letters to clients, contractors and proposed works.
- Setting up your EmailHeader.dot
- Creating a Blank Template in MS Word
- Linking Template to RPM Database
- Using the RPM Mail Merge fields
- Adding a Template into RPM
- Sending out a Letter using your new template.
- Document Distribution Options
- Print / Send
- Generate Documents
- Email / SMS
- Viewing your sent letters within RPM
- Receiving / Uploading Documents into RPM
- Document Types explained
- Dragging and Dropping into RPM