Adding Letter Tables to Template Letters

Tables containing a list of previously sent case letters can be added to template letters for Flag Periods policies.

Before you begin

Microsoft Word must be open.

About this task

If the policy you're creating has a Violation Calculation Type of Flag Periods, you can add a table that contains information about previously sent letters and the dates they were sent.

The steps outlined here are for Word 2013. For help locating table options in other versions of Microsoft Word, please refer to Microsoft documentation for your product.

Procedure

  1. Place the cursor where the table containing the dynamically generated content should appear.
  2. Insert a two-row table:
    1. Click the Insert tab.
    2. Click Table, then select a table size.
      A grid with the top left four corners selected.
      The table is a template and only needs to contain two rows: a heading row and a row that will be copied and populated with available information.
      A table is inserted into the document.
  3. Right-click on the table and click Table Properties.
  4. Click the Alt Text tab.
  5. In the Title field, type Letters.
    If the Title is spelled incorrectly, Service Infractions will not be able to populate the table.
  6. Click OK.
  7. Insert MergeFields into the table as desired.
    For example, you may use a two-column table that includes the letter date in Column A and the stage in Column B.

What to do next

When you are finished working with the template letter, save the document in .docx format.