Creating Decision Letters with TX Print

Note: The User running this Job must have permission to edit the TYPE field on the Task object.

1. Create a Salesforce Report for the students you wish to send Decision Letters.
   1. You MUST Include the following fields in the report:
      • Contact ID
      • First Name
      • Last Name
      • Application ID
      • Application Decision
   2. Use separate reports for different Application Decisions (e.g.: Admitted, Not Accepted, Waitlisted, etc.).  
   3. Add any other fields you want to include as merge fields in your Decision Letters.
   4. The report must be a simple list report (no groupings, summaries, etc.).

Note: Use an institutional naming convention when saving reports.  This will assist all users in knowing what a report is for and how to find existing reports.

2. Create a TX Print Salesforce Report for your TX Print letters, selecting the report you created above.
   1. Repeat for each of your Application Decisions (e.g.: Admitted, Not Accepted, Waitlisted, etc.). 
3. From TX Print, click the Letter icon [].

Note: To ensure a sharp image when printing, a resolution of 150 pixels/inch to 300pixels/inch is recommended. For example, a 3 inch wide image on a letter with 150 pixels/inch the width in pixels would be 450 pixels.

4. Click the + in the upper right.
5. Enter the following:
   • Sample Template = Sample Admission Letter
   • Name = <User defined>
   • Description = <User defined>
   • Size (in inches) currently allows either US Paper (8.5 x 11) or A4 Paper (8.27 x 11.69)
   • Margin (in inches)
   • Sample Report - Select the Report you created in the previous steps.
6. Save your template. 
7. Click the Layout tab to begin adding Sections. 
8. For each Section, add the Elements you want on the Template (text or image):
   • Image elements require an Image URL and your choice of alignment (left, center or right).
   • Text elements will display the formatting tools in the selected section. To add merge fields from your Report, enter a { where you want the merge field added. This will pop up a list of the merge fields available from your Report. Click the relevant field to add it to your letter.
   • Dynamic Date fields can be added by entering {{tx_date}}. When you preview or generate Print Jobs, this will display the current date.
9. To add an image (such as a signature):
   1. Click in the section where you want to place the image.
   2. Click the Image option from the Content tab.
   3. Enter the Image URL and the Align option.
   4. To Preview, click the at the top of the window.
      • Click Load Contacts to load the list of Contacts from your Report.
      • Select a Contact from the list to preview the letter with the Contact data.
   5. Save your changes.
   6. Click the at the top of the window to return to the Letter Builder. 
   7. Create a new Print Job.