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Customer Reaction to Wrappers

Example of a Customer Learning about Wrappers

Written by Service Desk

Updated at October 20th, 2024

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Q:   "I’ve only been using TheFormTool Pro for the past two days, and I am blown away. I have little-to-no coding background, and yet, I’ve never been so excited for a programming adjacent project!

Our Firm has an existing letterhead that we use. There is a master document that gets updated, and then all “Correspondence” type documents that have our letterhead automatically update.

Is there a way to link to our existing letterhead in TheFormTool templates that I’m creating? Or is this more of a Word based question?"

 

A:  "It's great to hear that you're excited about using TheFormTool Pro! Based on the information in my knowledge base, here are some steps and resources that might help you link your existing letterhead to TheFormTool templates:

  1. Using Wrappers for Letterheads:
    • TheFormTool allows you to apply wrappers to your forms, which can include your letterhead. This means you can set up your forms to pull in a letterhead from a wrapper as the form is filled in.
    • For more detailed instructions, you can refer to the article titled "TLC 4 Wrapper Overview" which explains how to apply wrappers to forms, including letterheads. You can find this article here.
  2. Adding a Logo to a Letterhead:
    • If you need to customize which logo appears in a letterhead, TheFormTool Pro offers a feature to make an image conditional and use a Dropdown answer to allow the user to choose which logo is used.
    • For a step-by-step guide, you can refer to the article "TLC 4 Adding a Logo to a Letterhead" available here.
  3. General Tips:
    • Ensure that your master document with the letterhead is properly formatted and saved in a location accessible to all templates.
    • You might need to use Word's features in conjunction with TheFormTool to ensure seamless integration."

Tags: Logo, letterhead

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