How do I update a mail merge letter template in Code Enforcement?
Mail merge templates in Code Enforcement use RTF files with bracket-field syntax (e.g., [!application_status], [!owner_name]).
To Update a Template
- Locate the existing RTF file — its path was set when SDL originally configured the template. If unknown, escalate to SDL Support.
- Open the RTF file in a word processor that supports RTF.
- Edit the body text while preserving the exact bracket syntax for data fields — even a minor error prevents fields from populating.
- Save in RTF format, keeping the same filename.
- The next letter generated from Desktop will use the updated template.
For bold/underline formatting: compose the text in Word first, then paste it into the Conditions tab in module options and check “Use Alternate Renewal Letter.”
If the template location is unknown, or updates aren’t taking effect after saving, escalate to SDL Support.