How to Update Investor Correspondence Templates

Overview


We often receive requests for minor tweaks to the Investor Correspondence templates, and find that it is sometimes easier and more efficient for our admin users to own these changes.  The following article provides you with more control over formatting and arrangement of information within the document that you wish to send (e.g. Capital Call, Quarterly Report, etc).
 

Steps

 
  1. In AIM, click on the Documents tab in the top ribbon.
     
  2. You will see a 'Folder' drop down that allows you to view Document folders. Choose the option in that drop down called 'Investor Correspondence Templates'.




    NOTE: You'll see a list of several documents. Any document stored in this folder will appear as a template that can be selected and used in the 'Select Template' step of the Investor Correspondence Batch wizard.




     
  3. Click on the document you wish to make changes to.
     
  4. Click on the 'View file' link near the bottom of the page and your browser will open and/or download the file for you.




     
  5. Once downloaded, open the file in Microsoft Word and edit it as you please, being careful not to edit the code within the {!_____} tags. These are the merge fields that AIM uses, and while you're welcome to edit the formatting (font/color/style/size) and even reposition the field syntax, please do not change the actual field values contained within those braces.




     
  6. Save your changes within Microsoft Word.
     
  7. Navigate back to the document screen you downloaded the file from (in step 4) and click 'Replace Document'.  




     
  8. Find the newly-edited document, and follow the steps to upload.

     
392647fbf4b1c47a802670a0a05876a4@altvia.desk-mail.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete