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You are here: Home / Extras / Templates / Template management / Templates PDF Letter Templates
Templates
Templates PDF Letter Templates
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Attention, with PDF letter templates a template must be used, this is not optional like with Word templates!
A prerequisite for creating a PDF letter template is – in addition to the corresponding user right – a PDF letter template. The basic settings such as page size, spacing, logos and fold marks etc. are stored in the templates. In addition, for some elements such as address block, the position and content is predefined in the form of macros. Thus, in a way, it corresponds to a corporate stationery. In the PDF letter template only the contents for certain specified area are possible.
To get started, a sample PDF letter template is stored based on a corresponding sample PDF letter template. Sample PDF letter templates (DIN 5008 B standard) are available, you can use them to create more PDF letter templates.
Own PDF letter templates can be created, edited and managed in PDFdesigner . There you will also find an example of the structure and division of the areas.
Create PDF Letter Template
The creation is done via the plus symbol 
, in a lightbox the necessary data are recorded.
Once you have specified all the data, such as title, the template to be used (from PDFdesigner), etc., you can click “Create”. A popup will open where you can enter the subject and the content of the letter.
You can enter text and macros as content and then format the content. This is done via a menu bar with the icons of the CKEditor as it is also used in emails. Some important settings can be made to the text via the CKEditor. This way you can insert images, links, line breaks or separators into your letter texts.
Via the tab ‘Attachments’ you can define fixed attachments for the PDF letter, which will be generated automatically when sending, only brochures are possible. You can also specify whether the letter and the brochure(s) are output in one document.
Using the “Preview” button, in the Actions Panel, you can get an idea of how the finished letter will look like. A preview of the letter in the form of a PDF will be downloaded. The letter is generated without brochure, because no property can be set for the preview.
Other ways to create templates
- New templates can also be created by duplicating existing templates. You can find the corresponding entry in the source template settings.
- You can also create new ones in the letter dialog (save the selected template under a different name).
Settings & Delete
Via the wrench “Mouseover” 
the settings of the template are opened. You can change the title, hint text, etc. Besides, you can directly edit the template in PDFdesigner using the “Edit Template” button.
You can also find the entry to delete the template here. Multiple templates at once can be deleted via the list view (checkbox and ).
Edit
Using the pencil icon 
you can edit the PDF letter template, it will open the popup with the subject and content – or with the areas as when creating.
In the letter dialog you can also save the changes of the loaded template.
