Create an Envelope Template

From the Communications tab, click Manage Communications and select the category to store your template. From the category page, under Tasks, click New Document or Classic Email Template. The Communication Template wizard opens to help you complete process.

On this step, enter a name and description for your envelope template.

Under Document Options, enter custom dimensions if you use a non-standard envelope size. When you use a standard envelope size, the dimensions default automatically in this section when you select the envelope template on Step 2.

To select an envelope templates, click Envelopes.

Use the TinyMCE editor to design the content of your labels. For more information about this editor, refer to TinyMCE HTML Editor.

Under Preview, click PDF or Word to download a preview of your template. This helps you verify the envelope template is correct.

Note: You cannot edit or modify PDF files that have been generated by eTapestry.

When you include merge tags in your template, merged data from your own user account appears in the preview. If your user account does not contain data for the merged field, the preview is blank.

Use these options to save the template and navigate to another page from the Save and drop down field.

Finish: Saves the template and returns you to the communication category.

Create Document: Saves the template and takes you to the first step of the document generation wizard.

Mass Email: Saves the template and takes you to the first step of the mass email wizard.

Edit: Saves the template and keeps you on the current step of the template setup wizard.