Create and Customise Letters and Reports
Simple Invest 360 allows you to easily add your own letters and minutes. You can use a set of downloadable mail merge fields, which can be quickly extracted and added to your own letters and reports. These letters and reports can then be uploaded to Simple Invest 360 to be included in your Report Packs.
You need to copy the mail merge field from the Word document template (available in Simple Invest 360, see Download the Custom Letter Template below) for the document to be generated properly.
Navigation
| From the Main Toolbar, go to Reports. | |
| Select Reports from the list. |
Download the Custom Letter Template
To download the document template containing the mail merge fields, follow these steps:
- Select Custom Reports, and then select Add Custom Report.
- The Add Custom Report screen will display. Select Download Custom Report Template.
- Simple Invest 360 will download the Custom Letter Template. Open up the Microsoft Word document and view the list of mail merge fields.
When pasting merge fields onto a Word document, right click and select "Merge Formatting" under "Paste Options" to ensure compatibility.
For the mail merge field to work, you must use the supplied mail merge fields in Simple Invest 360. You cannot create your own mail merge fields.
Upload your Custom Letter/Report
Once you have finished a Custom Letter, you can upload it to Simple Invest 360.
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Select Custom Reports and then select Add Custom Report.
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Under the Upload Your Template heading, select Choose Files. Select your Custom Letter from its stored location.
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The Add Custom Report screen will display. Input the Report Name.
- Select Confirm.