A Default template is now available to be set in Administration. This template can be set so that a company standard can be used on all projects without the user having to edit the in-project letter each time. You must be an Administrator to access the Administration.
To Edit go to Profile>Administration>Default Settings>Bid Invitation E-mail Letter
Take the Tour to learn how to work with the letter!
The items that appear in the header portion will populate automatically.
Drag and drop the Icons into the letter body where the project specific information should appear. Text can be edited and deleted within the body.
Beware of issues that could be created when cutting and pasting language in from another location as hidden or invisible formatting code will often come into the body as a result. Pasting plain text and using the text editor capabilities can avoid this issue.
