How do we create editable letter sections in Correspondence?

[Former Member]

We are unable to see preview of the standard form/letter templates on portal. We copied the standard forms to Z & completed all SPRO settings for correspondence. We have also Assigned Forms to Activity types. Still no luck.

Can anyone guide us.

Thanks & Regards,

Anne

[Luk11 · Accepted solution]

Hi Annie,

Please check whether you are using a process template. This can restrict the number of letter templates that are shown in the create activity screen.

Regards,

Luk

[Former Member]

Hello Annie,

Do you get any error on the portal or any log in slg1?

Thanks and regards,

Sarvesh Hasija