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.
