Difference between revisions of "Memowriter: Sample Memo Templates"
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| + | #Right-Click [[#Sample Memo Templates|one of files in the chart below]] and select '''Save As''' or '''Save Target As'''. | ||
| + | #Save the file to your desktop. | ||
| + | #Select '''Marketing -> Memo Writer'''. | ||
| + | #:[[File:Menu-marketing-memo.png]] | ||
| + | #When prompted to open an existing memo select the X to close and start a new memo template. | ||
| + | #Select '''File -> Import'''. | ||
| + | #Select the source document file (.RTF) and select '''Open'''. | ||
| + | #The document will be imported into the body of the memo template. | ||
| + | #When finished, select '''File -> Save As'''. | ||
| + | #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]]. | ||
| + | #Exit Memo Writer. | ||
| + | |||
| + | For more information, see: [[Create a Form Letter Template in Memo Writer]]. | ||
| + | |||
=== Sample Memo Templates === | === Sample Memo Templates === | ||
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|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. | |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. | ||
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Revision as of 14:01, 16 October 2015
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- Right-Click one of files in the chart below and select Save As or Save Target As.
- Save the file to your desktop.
- Select Marketing -> Memo Writer.
- When prompted to open an existing memo select the X to close and start a new memo template.
- Select File -> Import.
- Select the source document file (.RTF) and select Open.
- The document will be imported into the body of the memo template.
- When finished, select File -> Save As.
- Enter the Title and Category. Select OK to save.
- To prevent accidental template changes, select File -> Lock to lock the memo.
- 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. |
