How to Amend a Service Reminder Letter

This guide outlines the steps to change or update the Service Reminder Letter in Navigator.

Steps to Amend the Service Reminder Letter

1. Access the Marketing Module

   • Navigate to the Marketing category on the main menu.
   • Select New ACM from the sub-category options.

2. Open the Letter Template Editor

   • Click on the Letter Template Editor option.

3. Select and Open the Template

   • Choose the type of letter template you wish to amend from the list.
   • Click on Open Letter to load the template.

4. Edit in Microsoft Word

   • The selected template will automatically open in Microsoft Word.
   • At the top of the Word document, click Enable Content to allow editing.
   • Make the necessary changes to the letter template.

5. Important:

   • Once you've completed your edits, click the "X" in the top-right corner of Word to close and save your changes.

Additional Notes

• Ensure that the changes are reviewed before saving to avoid formatting or content errors.
• If you encounter any issues with saving or editing the template, contact your system administrator for assistance.