Ability to export multiple Communications templates at once as Word docs

We have new management and are reviewing and updating all of our MANY letter templates. It would be helpful to have the option to export all of them at once into a Word doc or PDF for easy sharing and editing with upper level staff members who aren't frequent database users. Currently, I have to create a "Preview" of each one individually or copy & paste from eTapestry into Word.

  • Guest
  • Jul 20 2017
Communications
  • Attach files
  • Richard Barajas commented
    September 09, 2017 00:45

    Did you ever get a response to your export question?  I have the same issue, but in reverse. Our new management has already modified preferred letters. Is there a way to IMPORT those correspondence templates so that we don't have to copy and paste each one?

    Attachments Open full size

Related ideas