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 Accounts or 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.

• Page Layouts
• Lightning Page

• 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

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