Document templates System Admin Level Under Settings > Document templates, you will find 4 Network templates provided by Sesame. This includes a residential and buy-to-let mortgage letter, a single policy protection letter and multi-policy protection letter.
Both the new function of ‘Document Templates’ and the current Suitability Report Templates will be available for a while to allow time for firms to transition over.
You will also be able to see the date created, date edited and a published internally toggle which will allow you to make the letters live for all users within the firm to access.
You are not able to edit or delete these network templates and if sesame makes changes to the templates, they will automatically be updated for the firm.
If you would like to copy and paste text from external source, you can do this using keyboard shortcuts CTRL + C and CTRL + V
If you wish to customize with your firm branding or make minor edits to the letter, then you can create a copy using the ‘paper’ icon on the right-hand side.
Please ensure that once you have copied a template, that it is given a unique name so that it can be identified from the network templates. Once edited, select publish internally to make it live for the firm.
The editor has more of a word-style menu bar now. At the top you can make visual amendments such as font, size and colour. We have added a spell check functionality to assist when writing your letters. Also, we have replaced the ‘token’ style boxes which requires a lot of clicking to an editable letter and an automatic date function which will always put in today's date.
Click into the letter/tables, to start typing information.
If you prefer to copy and paste text into the letter from an external letter. Please use keyboard shortcuts CTRL+ C and CTRL+V. You can use the top menu bar to amend the font and sizing. To highlight all text in the document, click CTRL + A and make font/font size changes entirely
In the bottom right corner, you have a zoom functionality to zoom in and out of the letter as well as an expansion icon in top right corner which will collapse the top menu bar to increase the overall size of the letter. Alternatively, you can also zoom in and out on your browser by clicking F11 (On windows) to adjust the sizing so that you are able to fit the letter to your screen size.
How to add a logo, header or footer to the letter from within the case
To add a logo, start by clicking into the document to create a space for where you want the logo to be, then on the menu bar click ‘INSERT’ and then select ‘Image’> Image> Upload Image and choose any image from your computer and open.
To add a header or a footer, select INSERT on the menu and then choose Header/ Footer. Click on this again if you’d like to remove the header or footer.
Please note any changes/updates made within the settings will apply to all letters by default.
How to add optional content
Optional content can be used to create sections/sentences and tables that are highlighted and can be selected to be included in the letter or ignored so that it isn't included in the final letter.
Optional content will be highlighted in red, if the adviser wants to include the content, they can click anywhere on the highlighted area to turn it blue, meaning that it is included.
To add this select INSERT and then click on Optional Content, you can then type the information in the orange highlighted section.
Any optional content which is in Italics, is for guidance and will not need to be included, so avoid clicking on this to turn it blue.
How to add Merge Fields
Merge Fields allows you to populate the letter with information that has been entered into the case on Smartr365.
We’ve made improved the mappings to include more data from other areas of the system.
Click on Reporting and then hover over Insert Merge Fields, to view the drop down.
Hover over the ‘Data’ and then hover over Mortgage to see a list of fields that you can pull over to Smartr365 and populate.