Sending a Correspondence Template to HUG

Remember that first year of using the CMS system when you had to build out all of your correspondence templates?  Do you need additional templates now? Need a refresh or ideas on updating your templates?  We are building a HUG Correspondence Template Library.

Our library will grow through crowdsourcing – enlisting the help of HUG members across the nation!

Step 1:  We are asking HUG members to submit correspondence templates to HUG in order to build a common repository of correspondence templates that can be shared with fellow HUG members and easily copied into their HawkSoft system.
Step 2:  Once sufficient templates have been reviewed and organized our our website, this library will become available to all HUG members.

There are various types of correspondence templates in HawkSoft CMS.  We are working with HawkSoft on making the submission process easier, but this is not yet available.  Instructions for submitting a template are listed below.

 

It’s time to start building our library now!  Make sure you use the correct instructions (letter, email, text).

Instructions for Sending a Form Letter Template to HUG
  1. Getting the Form Letter Template out of CMS
    1. Go to the Gear icon in the upper right corner of CMS
    2. Select Correspondence Templates
    3. Click on Form Letters on the left
    4. Double click on Template you wish to share to open
    5. Go to File ->Save As
      1. We suggest saving it to your computer’s Downloads directory
      2. Please keep the RTF extension
      3. Click Save
  2. Sending the Template to HUG
    1. Open your email program
    2. Attach the Template you just saved to the email
    3. Make the subject:  Template Submission
    4. Send email to templates@hawksoftusergroup.org

 

Instructions for Sending an Email Template to HUG
  1. Getting an Email Template out of CMS
    1. Go to the Gear icon in the upper right corner of CMS
    2. Select Correspondence Templates
    3. Click on Email on the left
    4. Double click on Template you wish to share to open
    5. Highlight the text of the email and click the Copy button at the top of the editor
  2. Sending the Template to HUG
    1. Open your email program
    2. Right-click and select Paste to transfer the content from your CMS Editor to your email
    3. Enter in the Subject Line used in the email
    4. Send email to templates@hawksoftusergroup.org

 

 

Instructions for sending a Text Message Template to HUG
  1. Getting an Email Template out of CMS
    1. Go to the Gear icon in the upper right corner of CMS
    2. Select Correspondence Templates
    3. Click on Text Messaging on the left
    4. Double click on Template you wish to share to open
    5. Highlight the Template text, right-click and select Copy
  2. Sending the Template to HUG
    1. Open your email program
    2. Right-click and select Paste to transfer the content from your CMS Template to your email
    3. In the Subject Line Enter:  Text Message Template: <Template Name>
    4. Send email to templates@hawksoftusergroup.org