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Customize the Invite and Reminder templates
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This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy

Template toolbar

You can use the Template toolbar to format any custom letter before sending them to clients.
Template toolbar

Template toolbar

The following table is a brief overview of the Template toolbar:
Name and icon/list
Description
Style
 Style
Format the text as a header, quote, code, or normal.
Bold
 Bold
Makes the text bold.
Italic
 Italic
Italicizes the text.
Underline
 Underline
Underlines the text.
Remove Font Style
 Remove Font Style
Clears any stylized changes made to the text and reverts the text to default settings.
Font
 Font
Lets you select a new font style for your text.
Font Size
 Font Size
Change the size of your text.
Font Color
 Font Color
Change the text color and highlight the text with a background color.
Line Height
 Line Height
Changes the amount of space that appears between lines of text.
Unordered List
 Unordered List
Creates a list with bullet points.
Ordered List
 Ordered List
Creates a list of numbers.
Paragraph Alignment
 Paragraph Alignment
Aligns and indents text. For best results, set text-alignment to
Justify full
 Justify full in Letters templates.
Link
 Link
Inserts a hyperlink text.
Picture
 Picture
Inserts an image to the letter template.
Horizontal Rule
 Horizontal Rule
Inserts a horizontal line as a divider.
Table
 Table
Inserts a table. Select the picklist icon picklist icon to select the number of rows and columns.
Strikethrough
 Strikethrough
Add a line through the text. (that is, the red hat).
Superscript
 Superscript
Changes the highlighted text to very small letters over the line of text.
Subscript
 Subscript
Changes the highlighted text to very small letters under the line of text.
Table
 Table
Lets you edit the letter template manually using HTML code.
Undo
 Undo
Reverts changes by undoing the last action.
Redo
 Redo
Restores the last action removed using undo.
Mail Merge
 Mail Merge
Personalizes the email template according to the client's personal information.

Color picker

To apply foreground and background color settings, select the color Font Color icon.
Select the Font Color icon
To select different foreground and background colors, select the picklist Picklist icon icon.
Select a color
Select a color to update the background color. If the colors provided don't suit your firm's needs, you can choose
Select
 to pick a specific color.
Select Select once you pick a color
he color selector will appear on your screen, letting you choose the color of your choice. Your selected color will be reflected in the
Background Color
 section.
Select the Background Color section
You can select a provided color for your
Text Color
, or you can select
Select
 for a specific color that suits your firm's needs.
Select a text color

Insert image

To insert an image to the letter template, you must first acquire the image URL from your web hosting location or an image hosting service.
Follow these steps to insert an image to a letter template
:
If your image is hosted on a website then right-click the image to open the shortcut menu, then select the following option based on your browser:
  • Chrome - On the shortcut menu, select
    Copy image address
    .
    Select Copy image address
  • Firefox - On the shortcut menu, select
    Copy Image Link
    .
    Select Copy Image Link
Once you have copied the image location, select the
Picture
 icon.
Select the Picture icon
When the
Insert Image
 window appears, paste the image location in the
Image URL
 field.
note
Use this link to upload documents
 feature is only supported for Letters. To insert an image to Invite and Reminder templates, use the
Image URL
 feature.
Paste the Image URL
To paste the image location, right-click the
Image URL
 field, then select
Paste
.
note
You can also press
Ctrl
 +
V
 to paste the image link.
Select Paste
Select
Insert Image
.
Select Insert Image
If inserted successfully, the image will appear in the template.
TaxCaddy Logo

Mail merge

Mail merge lets you personalize each email according to the client's personal information.
For example, when sending a letter to Tom, Tina, and Thomas, you can send the same email template to all 3 clients. TaxCaddy will automatically insert the correct client name for each client.
Tom's email will say “Hello Tom”
Tom mail merge field
Tina's email will say “Hello Tina”
Tina mail merge field
Thomas's email will say “Hello Thomas”
Thomas mail merge field
To use the Mail Merge feature, select
Mail Merge
 to see all available options.
Select Mail Merge
Select an option on the
Mail Merge
 menu.
Select a Mail Merge field
You can use the following options to personalize the client's letter template:
Mail Merge Options
Example
Greeting_Line1
Tom and Tina
Greeting_Line2
Mr. and Mrs. Smith
Client_First
Tom
Client_Last
Smith
Client_Suffix
Tom Jr.
Client_Email
TomSmith@email.com
Spouse_First
Tina
Spouse_Last
Smith
Spouse_Suffix
Tina Sr.
Spouse_Email
TinaSmith@email.com
Tax_Contact_First
Pam
Tax_Contact_Last
Preparer
Tax_Contact_Email
PamPreparer@email.com
Tax_Contact_Phone
1-800-1234
note
Greeting_Line2
 will always say “Mr. and Mrs.”, therefore it is not recommended for letters sent to same-gender couples.
The template will insert a placeholder for that option. Placeholders will be replaced with each client's personal information available on the
Client Management
 screen.
Implemented mail merge field

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