Question
How do I amend a letter stored within the DMS?
Answer
To amend a letter within Pinewood DMS go to, CRM > Parameters > Communications > Letters and select the letter you need to amend and then click Amend Letter:
The .csv file will then ask to be downloaded:
Click the Arrow next to the Save button and Save As to an appropriate location on your PC.
Now you will need to open the Word Document:
Click Open
You will then need to select the .csv file as the database and then make the edits needed in Word. Once completed, Save the new letter to an appropriate file on your PC.
Then go back to the system and click Browse:
Find the Word document in the file explorer and select this. Then click Upload and the updated letter will then be available for use going forwards.