Copy Reusable Content

Letter Management Guide

Copy Reusable Content

You can create copies of reusable content as needed. The copy will have the word "Copy" at the end of its name and reference code and you can update these values as needed. The name and reference code must be unique.

To copy reusable content:

  1. Go to Letter Management > Template Designer and click the Reusable Content tab.
  2. Search for and select the reusable content from the menu.
  3. Click Copy.
  4. Make any updates to the reusable content as needed.
  5. Click Save.