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Add a document request cover letter

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This article applies to:CertCapture

Create or edit cover letters to send to your customers when you request documents from them.

Steps

  1. In CertCapture, go to Manage Documents > Email Templates and Cover Letters.
  2. Select one of the following:
    • Add Cover Letter: To create a new cover letter.
    • Edit: To edit an existing cover letter.
  3. Enter the following required information:
    • Title: A title to quickly identify your template when creating a request.
    • Subject: The subject of your cover letter. Your customer may see this subject line when receiving a campaign request.
    • Description: A description to differentiate this cover letter from others.
  4. Compose the body of your cover letter.
    If you already have a cover letter in another program, such as Microsoft Word, copy its contents to your clipboard and then select Paste as Plain Text Paste-as-Plaintext.png 
  5. Optional: Select a template tag from the list on the right. 
    • Template tags automatically add your customer's information to the cover letter so you can send one letter to several customers at once.
    • For example, the BUSINESS_NAME template tag automatically adds the name of the customer's business as it is listed in CertCapture. 
    • When Business A and Business B receive a request using this cover letter, they'll see their own business name.
    • Use this table as a guide for all of the available template tags.
      Template tag view What the customer receives
      CertCap-TemplateTags-Templates.png CertCap-TemplateTags-Filled.png
  6. When you're finished, select Add New Cover Letter Template to save it.
    • Select Preview to download a PDF copy of your cover letter.
    • Select Reset when you're editing a cover letter and need to restore it to its original version.