Hi,
Is there a way to edit the pension letter templates? We would like to add a logo, and to amend the company name.
Many Thanks
Gemma
Hi,
Is there a way to edit the pension letter templates? We would like to add a logo, and to amend the company name.
Many Thanks
Gemma
Hi Gemma,
Thanks for using Community Hub.
You can edit letters but much depends on the space available. You can read more about how to do it, and watcha a video here: Add an image or logo to a document >
if this helps, please click Verify Answer.
Regards,
Andy
Sage UKI
Hi,
Where do I go to start the first step in the instructions?
Thanks
I'd like to amend the company name in the text and reformat some of it - is that possible?
Hi Gemma,
The company name on your reports is taken from your settings. To access where this is taken click Company then Settings. The company name in the Details tab here is what's pulled onto your reports.
The pension letters within Send Pension Correspondence are legislative letters, so we'd advise against editing any text on these, although you could add a logo.
For the instructions in the guide, click Pre update Reports or Reports, then select the report on that list and click Edit. For Pension letters generated by Send Pension Correspondence (SPC), you could click one of the letters generated in SPC, then click the Edit button in the preview window to access the report designer.
Thanks,
John
*Community Hub is the new name for Sage City