Letter writing has largely been replaced by email, SMS and social media, but is still needed. Many prefer words on paper and this is catered for with methods that help to reduce the work with the addition of letter templates, automated batch procedures.
Written communication with various contacts can be easily generated in DevMan.
These are setup as standardised letter templates with wording that has been decided beforehand.
Printing on special stationery (e.g. letter-head and footers) using (Word-style .dot templates) is provided, as is Word-style formatting.
Information from the database is included with the wording by the use of Word-style "tags" which are copied in a "merge" process.
Please note that you can have templates in different languages and there is no limit to the number you may have.
To give you an idea here are some letter template names as used by some of the clients.
Proposal on hold
Outside focus area
Term of grant - Covering letter
Grant Agreement - standard
Grant Agreement with Budget
Memorandum of Understanding (Standard)
Freeform letter 1 ... 2 ... nnn
To view previously generated letters, go to the entity profile (person, organisation or project/approach/bursary).
Quick Access - view the list of activities on the summary page and click through on the grid line to view the details.
To view all letters, select View > Letters. Select the letter you wish to view or edit from the grid to view the details.
To edit - Edit the content of the letter as required, select Save > Save & stay on page.
If the base template has been changed, select Mail merge to merge the letter, then select Save > Save & stay on page.
To save a copy of the existing letter - Select Save > Save as - then edit and update details as required and select Save > Save & stay on page.
Letters can be added via workflow activities or manually. (see Activity / Reminders section for workflow generated letters).
To add a letter, firstly view all letters from the entity from where the letter needs to be generated: select View > Letters then select Add.
Select Save > Save & stay on page.
To print - select Print > Letter > To Microsoft Word / Adobe Acrobat
View the letter then select Print > Letter > To Adobe Acrobat or To Microsoft Word.
Print a batch of letters / documents in a few steps rather than one by one.
1.Select a batch of contacts or projects/approaches/bursaries via the reporter and/or use the tick box selection on the grid.
2.Select Bulk print from the menu on the left.
3.On the bulk print page select the template & stationery to be used. Select the format - Word / PDF, then select Generate.
4.When the page refreshes - click through on the 'Successful' grid.
5.Select Download > Individual files - this will download a zipped file with the generated documents to your PC.
View the letter that you wish to reprint.
If the base template has been updated, Mail merge the letter and select Save.
Edit as required and save your changes.
To print select Print > Letter > To Adobe Acrobat / To Microsoft Word.