Set up a shared file service or write a letter from supporter's record uploaded from the Config tab

Letters can be saved to the Write a letter function on a constituent's record (via the Microsoft Word icon under the File, Edit, View etc. options). However, these are currently only user-specific and so colleagues in a team who use exactly the same letters can't upload these to a central location, e.g. the Config tab just the once and enjoy access. Each user must spend time uploading copies of the same letter to their own user.

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  • Sep 19 2017
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