Step 1:
Step 2:
You can create folders to store and categorise your Letter Templates. Click Edit.
Step 3:
Click Add Folder to create a new Letter Template Folder.
Step 4:
Click Save.
Step 5:
Click Add Template to create a New Letter Template.
Step 6:
When creating your template, you can use the drop-down lists to include letter tags for populating common information into your template.
Step 7:
Select the Preview tickbox to see an example of what your letter will look like when generated.
Step 8:
Click Save to finalise your template changes
Step 9:
Specify a description for the template, and if it should be stored in a template folder, then click Save.
Step 10:
Your letter template will now appear in its respective template folder
For more information on how to get the most out of your Letter Templates, please see this Template Checklist: