Once you have set up a letter template, search for the client you want to write a letter for, then navigate to Letters and click + New letter.

Select a template from the list of available letter templates.

Once selected, the letter template will pre-fill the page. You can then give your template a title for your own record keeping.

Depending on the placeholders you have added to your letter template, Splose will mark the placeholder input with a required symbol.

For example, if you have added a placeholder code for {case_BudgetSpendOfTotal}, then you must select a case from the placeholder dropdown so that the data can be generated upon creating your letter.

Next, you can choose to add a signature to your letter if you've added the {practitioner_signature} placeholder code to your letter.

If you haven't yet added a signature to your account, then this message will be displayed.

Lastly and very importantly, you will be able to review the letter content and fill in any gaps. You can then preview the letter and once you are ready to finalise it.

Click Create letter.


View your completed letter

After a letter is created, you will be moved to the view page.

On the view page under actions, you can edit a letter, download as PDF or archive a letter.

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