====== Letter Template ======

This section is for working through buttons, related lists and lightning pages for the Letter Template object. Letter Template is a way to create basic templates for common letters sent to donors, grantees or other contacts. It can be connected to Funding Requests, Disbursements, Opportunities, or Fund Expenditures. It works in conjunction with Letter Template and Letter Output. Add custom fields as needed. For more detailed instruction on configuring Page Layouts or Lightning Pages, see the [[1accounts|Accounts]] or [[20contacts|Contacts]] object configuration.

It's important to understand that Letter Template will merge the data into a Letter Output object. If the org needs to generate Word documents or PDFs, a document merge tool is needed.

===== Content =====
  * [[donor360:object_configuration:130letter_template#Page Layouts|Page Layouts]]
  * [[donor360:object_configuration:130letter_template#Lightning Page|Lightning Page]]
  
  
==== Page Layouts ====
    * Click **Setup**, **Object Manager**, **Letter Template**
    * Select **Page Layouts**, Select **Letter Template Layout**, then **Save As** to create a new version
    * Click **Related Lists** in the pallet
        * Add or remove related lists as needed
    * **Save**
If a new page layout was created, assign to the appropriate Profiles

==== Lightning Page ====
Follow the steps below to clone the Letter Template Record Page and customize.

From Letter Template, Object Manager, Select **Lightning Record Pages**
    * Click **Letter Template Record Page**, Click **Clone** and add a new label and API Name, configure as needed
    * **Save** and **Activate**