Help articles

• You'll now see the editor screen. There are fixed and dynamic elements in a cover letter layout.

• Fixed elements: the fixed elements are in every mail. For cover letters, these are usually pieces of text such as the address, the sentence 'You hereby receive invoce' or the statement ‘Please pay this invoice by’.

• Dynamic elements: these elements appear in every cover letter, but depend on the customer or invoice. These include your customer's name, the invoice number or amount to be paid. You can recognize them in the layout as a number between accolades. This number refers to the legend on the right hand side. When you send your letter, these numbers are replaced by the data from your document that match the keys from the legend. Contrary to the document templates you can't click or place them. You need to type them in the text or copy/paste them from the column.

• You can also format text with the options in the formatting bar at the top of the cover letter.

• You can add a logo with the key "{36}: Logo" on the right hand side. It refers to the logo you uploaded under the menu "Settings" > "General".

• You can also add other images such as an autograph. You do this with the image button in the text formatting bar.

• If you don't have a server where you can upload your images, you can also add the image first as attachment to your company file. Go to the field 'Attachments', click 'Add' and select the image from your computer.

• After adding the image to your company file you can copy the image URL by right-clicking the name and choosing 'copy link location'. Next, return to your invoice layout, click the button to add a single image and past the URL in the pop-up that appears.

• After setting your layout you can click:

• Save: your template will be saved but you stay in the editor screen.

• Save and back: your layout will be saved and you return to the overview of created templates.

• Delete: the template is deleted.

• Duplicate: A new template is created based on the layout you just set. This is useful if you want two templates with only a few differences between them. This way, you don't have to set up the entire template but you can start from the template you already had.