Import Correspondence Template

When creating a Correspondence Template, you have the option to import an existing template. You can also edit this template after it has been imported.

FOIAXpress also supports importing Word Template files, allowing for the use of preferred styles in correspondence.

Steps to Import a Correspondence Template

1. Click Administration > System Configuration > Correspondence Templates. The Correspondence Templates (Request) screen displays as shown below

2. Accept the default value Request or select Memo

NOTE: The import feature is only available for Request and Memo Templates.

3. Click New. The system will begin the process of activating the appropriate application to bring the Correspondence Template into view. This may take several seconds

4. Click Import. The Choose File to Upload window displays

5. Select a file to import as a Correspondence Template

NOTE: The file must be in .doc, .docx, or .dotx format.

6. Click Open. The imported file will be displayed as a Correspondence Template

7. Edit the template as necessary using the options described in the Edit Correspondence Template section

8. Click Save. A verification message displays

9. Click OK. The imported template displays on the Correspondence Templates screen