A letter is just one of the many ways you can send communications to clients.
Before you begin
First, make sure that you have set up a letter template.
How-to
Create a new letter
Navigate to the Clients tab.
Select the client that you would like to create a letter for.
Select the Letters tab.
Click + New Letter.
Select details for the placeholders to pre-fill the form.
The letter template selected will be pre-filled with the placeholder information.
You can also select Preview to see the letter content.
Click Create Letter.
View your completed letter
After a letter is created, you will be moved to the view page. You can either email the letter or download the PDF.
Things to Note
Page Breaks
Page Breaks can be used to better format your letter. These can be set up in Letter Templates, or you can add them while adding a letter for a client. Adding a page break to a letter is the same as adding one to a letter template. Place your cursor where you would like the page break to occur, then click the Page Break button at the top of the letter editor.
