Logging Templates - Manual – Fireside21 Help Center

Logging templates serve as a shortcut when you are logging in mail that is similar. Logging templates let you store all of the tagging properties, staff, form letter, and batch assignments so you can quickly apply them to other correspondence in the future.

They are most useful when you have a stack of letters, faxes, or emails that are identical (or nearly identical) that will all be logged the same way.

There are two ways logging templates are used: either manually or in conjunction with an automation when they are applied automatically.

To create a logging template, go to Mail Room > Logging Templates > New Template.

From the new template page as shown above, you can fill in all of the same information you would if you were logging a letter. Once you do this, press "Save." Now a new logging template has been created for you to use.

To use a logging template that has already been created, first manually log a letter from a people record by clicking the "log a letter" button in the top righthand corner. To use a pre-created logging template, click the 'Use a template' button shown below to apply all of the preselected logging options you chose when creating the logging template.

You can also create a new logging template from the manual logging screen. To do this first tag your inbound correspondence as needed, but instead of clicking the "Save" button, click the "Start a Template" button. You will be asked to name the template. After that, once you want to log a similar correspondence and reach the "Log a Correspondence" page, you can click the "Use a Template" link in the righthand sidebar. Select the template you just created, and the same tag and response options will quickly populate.

Once a template has been applied to a piece of correspondence you can further edit the tags (i.e., add additional tags or remove them from that group of letters).

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Logging Templates - Manual

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