1. Go to Settings > Templates > Letter Templates
​

2. You can create folders to store and categorise your Letter Templates. Click Edit.

3. Click Add Folder to create a new Letter Template Folder.

4. Click Save.
​

5. Click Add Template to create a New Letter Template.

6. When creating your template, you can use the drop-down lists to include letter tags for populating common information into your template.

5. Select the Preview tickbox to see an example of what your letter will look like when generated.

6. Click Save to finalise your template changes

7. Specify a description for the template, and if it should be stored in a template folder, then click Save.

8. Your letter template will now appear in its respective template folder