STEPS:
1. Document templates may be Added and Modified from the Document Master under the Site Plan. As with all Master Lists, the customizations you make on this screen will apply to all documents for all users in your ePITS account.  View screen shot.
2.  A standard letterhead may be used with all ePITS documents (except those that get filed with the courts). Make your choice by clicking the Include or Exclude radio buttons in the Document Master header.  View screen shot.

3.   The standard letterhead may be modified by clicking the Modify Letterhead button. A window will open allowing the letterhead to be customized. You have the option to use the merge fields in the letterhead or overtype them with static text. The editor window will allow changes to format and layout of the letterhead. CAUTION: Merge fields must retain the exact spelling and the double underline formatting to perform the data substitution correctly.  View screen shot.
4.  The Company Title box contains the text that will be merged into the Company Title merge field in the letterhead.   View screen shot.
5.  The Margins button opens a dialog box that allows user to specify Top, Bottom, Left, and Right margins. *If the margins are changed under Send a Document screen, they will apply only to that generated document. The next time that document is generated, the margins will go back to the default.
  • TO APPLY CUSTOM MARGINS TO ALL DOCUMENTS: Mark the letterhead 'Include' then apply the custom margin specifications to the Letterhead (under Modify Letterhead). *Letterhead margins determine the margins for all generated documents.
  • TO APPLY DIFFERENT MARGINS TO DIFFERENT DOCUMENTS: Mark the Letterhead 'Exclude' then apply custom margins to specific document template. Letterhead merge fields and/or static text may be pasted in the top of each document template if desired.
  • TO MODIFY MARGINS FOR ALL DOCUMENTS WHEN USING PRE-PRINTED LETTERHEAD OR USING LETTERHEAD IN MACRO: Mark 'Exclude' in Letterhead and modify letterhead template to delete all merger fields and text, then apply custom margins to the empty letterhead and Save. Next, set Letterhead to 'Include.'
6.  The body of each document may be modified by selecting the document name then clicking Modify Template. An editor window will open and allow modifications to the content and layout of the template. You cannot add merge fields to the document template if they do not already exist, however, you can move them around or use copy and paste to duplicate merge fields. CAUTION: Merge fields must retain the exact spelling and the double underline formatting to perform the data substitution correctly.   View screen shot.
7.  TO IMPORT A NEW DOCUMENT TEMPLATE, the document to be imported must first be saved as an *RTF (Rich Text Format) file. To save a Word or WordPerfect document in Rich Text Format, choose File, Save As, then choose *.RTF as the file type. The Import button requires the user to choose a 'Parent' document. Click to highlight a document in the Document Master List (that has comparable merger fields) and then click Import. Enter the new document name, description, and click "Browse" to select the *.RTF file that you wish to import. After clicking the 'Import Document' button, the new document should appear in your list. Highlight it and click 'Modify Template.' Merge fields can now be added to you imported document from the drop down by following step #8 below.  
8. TO INSERT MERGER FIELDS: Choose a document template and then click 'Modify Template.' There is a drop down list at the top of the screen that lists the merger fields available for that document. Click in the body of the document to place the cursor at the desired insert location. Choose the merge field that you wish to insert from the drop down list. Click the 'Insert' button to add the merge field to the document with the double underline format.Use the Send a Document screen to generate the new document.  
9.  TO DUPLICATE AND RENAME DOCUMENT: The Duplicate button will make a copy of an existing template and save it under a different name. Click to highlight the template that you wish to copy, then click 'Duplicate.' Enter the new name and description then choose Duplicate. The new document should appear in your list. Highlight it and choose 'Modify Template.' Verify that the merger fields available match those available from the 'Parent' document that was selected.  

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