Create Letter Packages

Letters are created in packages. Each package can be created based on information in a Letter Template. Then, the package can be customized based upon the template information. The Letter Packages section of the Letter Manager page displays the available templates. From this section, you can add, view, edit, or delete a letter package.

Create a letter package:

1. Navigate to Tools > Letter Manager.

2. In the toolbar of the Letter Packages section, click Add.

   The section expands to display a form.
   

3. Complete the form. Required fields are marked with a red asterisk (*).

   If no template is chosen from the Template drop-down menu, the letter package consists of an empty letter and may be customized individually.

4. When the form is complete, click Save.

   The letter package is created.