Configuring Circular Templates

Circular Templates provides reusable wording for circulars generated for multiple tenants.

Open Admin → Settings, then select Letter Templates under Tenant & Tenancy Settings.

Select the Circular Templates tab. Active and inactive templates are listed separately.

Adding a Template

1. Select Add Circular Template.
2. Enter the required Label and an optional Circular Code.
3. Set Status to Active and enter the required Letter Content.
4. Use only the supported tags listed on this template editor.
5. Select Add.

Editing and Availability

Open the template label, choose Options → Edit, update the fields and select Update. Choose Options → Delete and confirm to make an active template inactive. Open an inactive template and choose Options → Re-activate to make it available again.

Review a generated circular to check wording and substituted tags before distribution. Saving a template does not generate or send circulars. See Circulars for selecting recipients and generating correspondence.