Letter Templates in UNITE

UNITE is capable of storing and using letter templates to create a easy and personized way to reach the membership. Attached are some examples of how the letter templates can be used, as well as a step by step guide on how to use them.

How To Video



Creating a Letter Template

Under Membership > Letter Templates

Click the "+" button to start creating/uploading a template

Enter a title and select where/how you wish to save it

There is a list of values you can click on to copy and put into a document. These values will be auto filled when the letter is created for a member. EX: If you copy the local union value and create a letter, the local union on the letter will be equal to the member's local.

The templates saved in this article can show how these different values can be used.

To Upload a Letter Template

To upload a template, click the choose button and select the template you wish to upload. Then hit save.

Using a letter template on a member account

Click the letter button on the member card

1. Enter the name of the letter. This will be the name of the document that gets saved in the Doc Tab of the member's account.

2. Select if you wish to CC people. This can be used to notify officers or staff a letter was sent to the member. The CCed person will also receive the letter.

3. Select which template you wish to use.

4. Select to print or email the letter.

Then hit save to process the letter

How the letter turns out vs how the letter looks as a template

Finished

Template

Conclusion

These letter templates below are to help show what is capable within UNITE and can be used to help streamline a lot of the work that is associated with sending mail to the members.