Overview


Letters and other documents can be generated by Troika using data entered into the system and then merging the data into a Microsoft Word template. Where a single document is to be generated within Troika for a selected client, this function is called the Document Link. These document link templates are entirely user defined and will either be created by your users or thewealthworks may have provided customized templates for you.


Setup


As part of the system installation, a default sub folder on your centrally located windows share for Troika (usually T:\Letter_Templates or \\SERVERSHARE\TWWDATA\Letter_Templates) will have been created for storing the Wordtemplates (.dot or .dotx files). You may have an alternative location for corporate letter templates, and this can be used instead in the instructions below. Copy any letter template files provided to you, to this chosen location or alternatively create your own Word template files and add to the same location.


How to Link Letter Templates to Your Troika System


Find the menu option Document Templates – Edit, located in the Global tab in the Troika Administrator module. This menu option is designed to allow users to manage how their templates are displayed within Troika and categorised for ease of selection.


To make a new document template available within the Document Link function, click on ‘Add’ and navigate to where your templates are stored (as discussed above). Select the relevant template and then ‘Open’. This will then add the template to your list as shown in the example below:


To edit the document description and other details about the template you can click on the edit button at the start of the row displayed. 

  • Description - Enter a description of the template
  • Reference - Enter a reference to identify the template (optional)
  • Order - Enter a number to control the sort of the templates displayed within each collection (category)
  • Collection - Select a collection to put the template in. This is a type of category to group the templates by.
  • Sub Collection - Select a sub collection to put the template in. This is a type of subcategory to group the templates by.


The list of ‘collections’ and ‘sub collections’ can be amended from the same screen by clicking on the Add New Entry or Edit buttons.


The letter templates will now be available from the Document – Link menu option in Troika Administrator and wherever the letter writing symbol is displayed in Troika.


These notes are applicable from Troika release 2.08.020.