Difference between revisions of "Memowriter: Sample Memo Templates"

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#When finished, select '''File -> Save As'''.  
 
#When finished, select '''File -> Save As'''.  
 
#Enter the '''Title''' and '''Category'''. Select '''OK''' to save.
 
#Enter the '''Title''' and '''Category'''. Select '''OK''' to save.
#To prevent accidental template changes, select '''File -> Lock''' to [[#Lock or Unlock a Memo Template|lock the memo]].  
+
#To prevent accidental template changes, select '''File -> Lock''' to [[Create_a_Form_Letter_Template_in_Memo_Writer#Lock_or_Unlock_a_Memo_Template|lock the memo]].  
 
#Exit Memo Writer.
 
#Exit Memo Writer.
  

Revision as of 16:53, 17 December 2015

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  1. Right-Click one of files in the chart below and select Save As or Save Target As.
  2. Save the file to your desktop.
  3. Select Marketing -> Memo Writer.
    Menu-marketing-memo.png
  4. When prompted to open an existing memo select the X to close and start a new memo template.
  5. Select File -> Import.
  6. Select the source document file (.RTF) and select Open.
  7. The document will be imported into the body of the memo template.
  8. When finished, select File -> Save As.
  9. Enter the Title and Category. Select OK to save.
  10. To prevent accidental template changes, select File -> Lock to lock the memo.
  11. Exit Memo Writer.

For more information, see: Create a Form Letter Template in Memo Writer.

Sample Memo Templates

Name File Description
Fax Cover Page FAX_COVER.RTF See Batch Send Memos and ACORD forms to Fax
No 10 Envelope NO 10 ENVELOPE Create a client memo to merge the client's address onto this pre-formatted NO 10 envelope template.
Notice of Cancellation NOTICE_OF_CANCEL.RTF This is a notice of cancellation or non-renewal. It is designed to be used by a GA/MGA dealing with brokered policies and insureds, but could be modified to be used by a retail agency.
Renewal Notice for Insured RENEWAL_INVOICE_INSURED.RTF This is a notice or invoice form to send to insureds, showing the premium, fees, taxes, and information about financing.
Renewal Notice for Mortgagee RENEWAL_INVOICE_MORTGAGEE.RTF This is a notice or invoice form intended to be sent out to a mortgagee or other 3rd party at the renewal of a direct bill invoice.