Configure Image Files for Use in Letters and Custom Merge Fields

Publications may create a library of images, such as logos, for use in letters and custom merge fields. Image files must be uploaded to the system before they can be used in system letters.

to configure:

The Edit Image Files for Letters page may be reached in several ways.

Go to PolicyManager > Email and Letter Policies > Edit Letters, or go to PolicyManager > Email and Letter Policies > Define Custom Merge Fields. On both of these pages an Edit Image Files for Letters button appears.

  1. Click the button to open the Edit Image Files for Letters page.
  2. Click the Upload New Image File button to open the Upload New Image File page.
  3. Enter a description for the image in the Description text box.
  4. Click the Choose File button to access your local drives and select the applicable file.
  5. Click the Upload this File button.
  6. All uploaded

All uploaded files appear in a list on the Edit Image Files for Letters page. These images can be edited, replaced, or hidden by using the Edit/Replace link. Uploading a replacement file replaces the image in all letters in which it is used. Hiding an image makes it unavailable for insertion in new letters or custom merge fields, but it continues to display in previously sent emails.

For related information, see:

Custom Merge Fields for Letters

Rich Text (HTML) in Letters

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