File name of the Letter.

The email subject heading if the letter is designed to be emailed to patrons.

The folder where the letter will be saved.

The type of data file that can be contained within the letter. The merge fields on a letter follow the same principles as the search criteria on mail lists or reports.

If an email is to be sent out with an unsubscribe capability on it, you need to specify a Mail List to track the unsubscribes. This allows you to pick a default for each mail list. you can use the same one for many letters if you want one common list for unsubscribe tracking. If none is specified as a default, you can always specify one on the Merge Window.

A template Letter containing some base content or formatting that will be automatically included in creating this letter. An example of a template might be a letterhead. The default Normal template usually has nothing other than an empty page.

You can specify who has access to this letter using the access groups feature.

Indicates if the displayed Letter is active or not

When checked:

• The letter must be based on patron information
• It must be active
• It cannot contain a row of fields in a table

If the above are true, the letter can be used as a cover letter template for emailing invoices or tickets to the patron from the order window.

Cannot automatically remove any letters from a patron's letter tab during any purge process set up in system preferences

The current letter will be saved as a template to be used for future letters