Generate Lette

[size=6]How can I add other modules to generate letters of suga[/size]

Clicking the ā€˜Generate Letterā€™ button found on these modules detail view will prompt a pop-up asking to select a template.

The template selector pop-up will show all the active templates which have the same Type as the module of the record. Clicking the template name will generate a PDF document with date populated from the record and itā€™s related records. The Generate Letter functionality can also be actioned from the list view. This allows you to select multiple records and click the ā€˜Generate Letterā€™ button within the list view action menu.

Hi there,

If you search the forum, there are a few posts which link to posts or detail how to do this.

Thanks,

Will.