Creating a Letter Template Record

Letter templates are Microsoft Word files that you merge with your NetSuite data to create personalized correspondence. You store letter templates in the Letter Template folder in your file cabinet.

Letter templates generate personalized letters that you can print using Word, and then mail to those with whom you do business.

Letter templates can contain CRMSDK tags that refer to specific information in your NetSuite data. When Microsoft Word merges your data with your template, information that corresponds with the recipients record in NetSuite replaces the CRMSDK tags. For example, you might list the company’s name and address in the heading of a letter. You insert the CRMSDK tags that correspond with each line in the address above the greeting. When Word merges your document, the company name, address, city, and state replace the CRMSDK tags.
The first step to create a letter template is to download the sample data source file.

To upload your template to your file cabinet:

1. Go to Documents > Templates > Letter Templates.
2. On the Letter Template page, click New Template.

Create a letter template record.

To create a letter template record:

1. Go to Documents > Templates > Letter Templates > New.
2. Enter a name for this template.The Mail Merge page displays this name on the Template subtab.
3. In the Subject field, enter the subject of the letter.
4. In the Description field, enter information about this letter template.
5. In the File field, select the template file.
   1. Select New, and then choose your template file.
   2. Click Save.
6. Optional. On the Restrict Access subtab, check the Private box.
7. Optional. To restrict access by group, select this group in the Restrict to Group field.
8. Click Save.
   Now you can select this template when you perform a letter merge.