Overview
The purpose of this document is to help you create Managed Field Content for Letters of Authority (LOA) to be used in the Letter Generator.
The examples provided will allow you to create bespoke templates that can easily be dropped into the Letter Generator to create LOAs from either the adviser, or on behalf of the client, directly to suppliers. The policy is selected from the drop-down list and will display as the subject of the letter making it an efficient way to generate LOAs.
Contents
- Overview
- Contents
- Pre-requisites
- See it in action
- Setup Guide
- Create the managed field content
- Pasting text
- Examples for LOAs
- Troubleshooting / FAQs
Pre-requisites
All our examples have been created in Calibri font, size 10, colour black.
If this font does not match your firm's chosen style then you will need to update the font style, size and colour in the Managed Field Content editor page.
Details are provided below in the section Pasting Text > Edit the newly created template **
See it in action
Video of how to use the managed field content in Letter Generator.
Setup Guide
Create the managed field content
- Navigate to Admin > Interface > Managed Field Content.
- Scroll down and select [Letter wizard] ContentRichtext
- Scroll further down the page to the Template Values panel
- Click on the Add button (top right)
- Update the following fields:
- Name LOA client2supp info (or your choice of wording)
- Permission Share with groups
- Owner Edit Only Yes / No
- Category Who is the letter addressed to*
- Option Suppliers
TIP: Adding the Category and Option will ensure this text is only visible when the letter is being sent to a supplier.
Pasting text
- In the Template Value panel click on the Source button
- Copy the text from one of the relevant examples in the attached Word document
- Paste into the body of the Template Value
- Click on the Source button again
- Save
- Edit the newly created template:**
- Replace the red text with your firm’s details
- Change any wording to match your firm’s style
- Set the font, size and colour to match your firm’s branding. Even though the letter is sent from the client to the supplier, it is generated via Xplan and still needs to match the branding you have already created to be consistent with other section of the letter (address, salutation etc).
- Save
TIP: Remember you can enlarge the screen by dragging the lower right corner of the page and template.
Examples for LOAs
The attached Word document contains the source code for 6 example texts.
Below are the 6 example letters created by the Letter Generator:
1. Client to supplier - information only
2. Client to supplier - transfer of servicing
3. Adviser to supplier - Annuity information and transfer of servicing
4. Adviser to supplier - Asset information and transfer of servicing
5. Adviser to supplier - Pension information and transfer of servicing
6. Adviser to supplier - Protection information and transfer of servicing
Troubleshooting / FAQs
How do I change the font style, size or colour in managed field content?
Changes to fonts must be made in the managed field content editor and saved. Refer to Pasting text > Edit the newly created template **
Why doesn't the managed field content match my smart styling?
The managed field content is created in rich text which cannot be updated with smart styling. For this reason you need to save the text in the correct font style, size and colour to match your smart styling.
