Learn how to create and manage cloud letter templates in MRI Vault for email and print communication.

This article covers:

• Create a cloud letter template
• Edit or copy a cloud letter template

MRI Vault supports two types of letter templates: Cloud and Word, so you can choose the format that best suits your office workflow.

Create a cloud letter template

Cloud templates are stored online and can be emailed or printed directly from MRI Vault.

1. Go to Letters/Action Lists > Cloud Letter Templates
2. Click Create New Document in the bottom-right corner
3. Fill in the following details:

• Name - Give your template a clear, descriptive name
• Visible To - Choose who can view the template (e.g., everyone, a team, or a specific user)
• Editable By - Choose who can edit the template
• Visible in - Select the folder where the template will be stored
  

4. Click Next to open the template editor
5. Use the formatting tools and merge fields to build your letter
   
6. Click Save when you're done

You can now generate this letter for a contact and property.

Edit or copy a cloud letter template

You can update or duplicate a cloud template at any time.

To edit:

1. Go to Letters/Action Lists > Cloud Letter Templates
2. Select a folder to locate your letter
3. Click the template name to open and modify it

To copy:

1. Go to Letters/Action Lists > Cloud Letter Templates
2. Select a folder to locate your letter
3. Click the spanner icon in the bottom-right corner of the template
   
4. Click Create a Copy

What's next?

Learn how to create and manage folders to organise files, templates, and stored content across your workspace, and add images to your templates using their URL.