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.
Send a letter
Send a letter or multiple letters when needed.
To send a letter:
Go to the client’s file, then Letters.
Next to the letter you wish to send, click the three dots, then Email letter.
Edit the content of the email and when ready click Send.
Send multiple letters in bulk
You can also send multiple letters in bulk.
If you would like the files to be sent as a password protected file, enable ‘Secure PDF email attachments’ by going to Settings > Details and scrolling down to Secure PDF email attachments and setting the toggle ON.
The files will be sent as a password protected zip file, using the client’s date of birth in the following format: YYYYMMDD
To send letters in bulk:
In the client file, go to Letters.
Tick the boxes next to the letters you wish to send, and in the purple pop up bar at the bottom of the page, click Send.
Edit the content of the email and when ready click Send.
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.
