Setting up a letterhead
A letterhead is used to apply consistent corporate branding to all email templates you use. If you plan to use more than one email template, it's a good idea to have a letterhead.
To set up a letterhead:
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From your User menu, select Setup:
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In the left panel go to Administration Setup and select Communication Templates > Letterheads:
Sage People opens the Letterhead view. If you are creating the first letterhead for your organization, this view is empty.
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Select New Letterhead:
Sage People displays the Letterhead Properties New Letterhead page:
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Enter the details of the new letterhead:
Field What to enter Available For Use
Checkbox. If checked the letterhead is marked as available and can be used for email templates.
Leave unchecked until you have successfully defined the letterhead properties.
Letterhead Label
Text. The name by which you want the letterhead known
Letterhead Unique Name
Text. Automatically generated from the Letterhead Label.
Description
Text. A meaningful description of the letterhead to help you identify it in future.
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Select Save.
Sage People displays the Letterhead Properties page for your new letterhead, enabling you to customize its look and feel.
You can define:
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Background color.
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Header properties, including color and logo.
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Body colors.
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Footer properties, including color and logo.
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Separator lines between header, body, and footer.
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Bottom line.
Set up the letterhead in line with you company standards.
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Select Preview to check appearance, and return to the Letterhead Properties page to make any changes you need.
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When you are happy with the preview, select Save.
Sage People displays the letterhead detail page, complete with a preview.
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To further edit your work, select Edit Letterhead and make the changes you want:
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To make your letterhead available for use, select Edit Properties:
Sage People displays the Letterhead Properties New Letterhead page.
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Check Available For Use:
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Select Save.
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In the left panel go to Administration Setup and select Communication Templates > Letterheads and check that your letterhead is listed in the Letterhead view, with Available For Use checked.