The Welcome Letter Correspondence Template defines what the Welcome Letter says, how it looks, and how it's delivered. Without a template, no Welcome Letters can be generated.
Follow these steps to create a Welcome Letter template:
In CINC, go to Tools > Correspondence Templates.
OR
In CINC with universal navigation, go to Associations > Correspondence tasks > Correspondence template.
The Correspondence Templates page displays. Search for and select the desired association for association-specific templates or select All for global templates.
Select Welcome Letter from the Template Type drop-down.
Click New or select an existing template and click Copy.
The Edit Correspondence Template page displays.
Complete the following information:
Template Name: Enter a unique, descriptive name. The Template Name should be unique for each association's welcome letter.
Delivery Preference: Select the paper source/delivery preference for the template.
In the Template section, compose the letter in the HTML editor:
Use merge tags from the Select Tags drop-down list (for example, Owner Name, Association Name, Balance Due Amount). Some tags are collections-specific.
If pasting from Microsoft Word, use the Paste From Word (
) function located on the editor ribbon.
Click Save.