This article outlines the steps to insert and format a table effectively in your Form Letter template.
Overview
Using a table is a great way to organise merged data into a clear, structured format within Form Letters.
In communication, where accuracy and clarity are essential, tables can transform a dense block of text into an easy-to-read summary.
✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
Guide
In the side menu of RMS go to Setup > Correspondence > Form Letters.
- Select a Form Letter and choose 'Edit'.
- Place the cursor in the location where the Table is required.
- Select the Table icon.
- Select the number of Rows and Columns required.
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Insert the text or images required into the Table.
(Optional)
To adjust the table border, right-click the table and select Table Properties.
Set the border size to 0 to remove it, or increase the value for a thicker border.Align Table and Cells as desired.
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Select 'Save/Exit'.
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