In Brochet’s letter template the user can choose the office address and the sender’s details from a drop down list, and type in the important details without having to worry about typing accurately.
If a company has different brands or divisions we can also switch to the relevant logo.
Users can produce letters faster and more accurately, plus IT only has to roll out a single template for the whole company.
Below is a fuller explanation explanation of what can be achieved.
If you want to get a better idea of what is involved we’ve illustrated below the main elements of a letter template.
Many clients have a series of offices; some also have multiple company entities. Charter Hall in Australia had 90 variants which we were able to manage with just one template. All templates work on the same principles but are built to suit each client.
Choosing the office from the drop down list will place the appropriate address on the letterhead.
A client with offices in both US and UK needed to switch paper sizes.
The user can create their own list of senders by clicking on the Update User details button (see below). Alternatively the users list can be a subset of the companies Active Directory or Outlook Global Address List (GAL).
The sender’s details (4) are then available from the drop down. The names that appear in the drop down are locally held for each user.
The final copy of letter as it would appear is shown here (we have added a couple of paragraphs of text after the subject heading):
Many clients use the letter template for more than just one page letters eg:
This is achieved by adding an option for legal numbering of headings and paragraphs.
Company letterheads need to carry formal information which may change, for example:
By holding this in the ini file (see earlier) it can be updated by the client themselves as necessary without reference to Brochet.