Wizard Configuration Guidelines - Letter

Wizard Configuration Guidelines - Letter

Letter Wizard Configuration Guidelines

Section

Description

Customisable Content

Entire document

A letter editor with various Area of Advice to choose from and type of letter to be printed out. Letter could be sent to client, adviser, or other entity

Text can be manually adjusted through the wizard.

Practices have the ability to store their standard text as Manage Field content in Xplan. 

  • Header Image;
  • Footer Image;
  • digital signature Image;
  • sign-off signature Image;

The letterhead must have a resolution of 784x247 and measurement of 21x5cm, the footer 790x128 with a measurement of 21x3 cm and both must be at least 300 PPI and in .jpeg or .png format.

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