Add Letter Templates

1. Navigate to the Letter Templates page.

2. Click Add. The section expands to display a form.

3. Select either the Personal or Global radio button in the Template Type field.

4. Enter a name for the template in the Name field.

5. Select a status from the Status drop-down menu.

6. Select an object from the Association drop-down menu.

7. Enter a description in the Description field.

8. When complete, click Save.

   The template appears on the Letter Templates page.

Once the letter template has been created, you can set up the format of the letter. Click the name of the template to set up the letter format.

In order to create the body of the letter, enter text by typing the information that you want your letter to contain, utilizing the appropriate attribute data points to complete your letter statement.

You can add attributes and table definitions by clicking on the appropriate Add button in each section.