Editing existing Sage Practice Solution Letter templates

SPS has a number of default letter templates that mail merge data with Microsoft Word documents directly from the SPS database. This allows you to print letters/communications to either a single or multiple clients at a time to reduce the amount of manual entry required.

To access letter templates

1.  Click Letters and Reports then click Letters.
2. Click on the '+" symbol next to each group name to expand and display the letters contained within.
   There are various merge fields available, not all fields are available on all letters.
   Within the Edit window for each letter it will advise 'Base this letter on'. This will determine what fields are available on each letter template.

To edit and amend an existing template

1. Highlight the letter template you wish to edit within the SPS Letters list.
2. Right-click then click Edit and click Edit Letter Template.
3. Click Edit and you are prompted with the message 'You are about to edit an existing template. Would you like to save your changes to a new document?'
4. Click No after which the letter template opens in Microsoft Word ready for your amendments.

The letter template can now be treated as any other Microsoft Word document. You have the option to 'Insert Merge Field' along the top toolbar within Microsoft Word which contains the relevant SPS database fields to include in your document. All merge fields that appear on the letter template will be enclosed within <> to differentiate them from free text.

To add in new merge fields and see what data is available to add into the document click Insert Merge Field from the Mailings tab.

The location of all Word Letter templates can be found within SPS by clicking: Tools > Practice Management > Reports and Letter settings.