Create a New Template

Updated: 2021-07-20

You can start with a blank template and then add content to it. A blank template can also be useful if you are trying out a condition and want to see whether it works before you insert it into a letter.

1. Click New to start a new template.
2. Check the years and modules to which the template will apply, and click OK.
3. Complete the details in the Properties sidebar. See the Template Properties help topic.
4. Add content to the template. See the Template Code help topic.
5. Click the Save button or press Ctrl+S to save the template to the default templates folder you have set in options.
6. Preview and test the template. See the Preview and Test Template help topic.