Creating and Managing Letters
Accessing Letter Templates
- Navigate to Setup > Letters to view existing letter templates in your current program.
- To select a different program’s templates, use the Program drop-down menu.
Deleting a Letter Template
- To delete a letter, select the Red Delete Icon next to the template.
- Note: Deleting a letter is immediate and does not prompt a confirmation message.
Creating a New Letter Template
- Select the New button in the top corner.
- Name the letter template as desired.
- Select Add to create the document.
Formatting a Letter Template
- Add a header and footer (e.g., for letterhead).
- Insert and resize images as needed.
- Modify text appearance, including:
- Font size
- Color
- Bold, Italic, and Underline formatting
- Always click Save to retain changes. If not saved, changes will be lost.
Importing an Existing Letter Template
- Select New and choose Import Template.
- Drag and drop a file into the new template box or select a file from your computer.
Using Merge Fields
Merge fields allow information to autofill within the letter.
- Select Insert Merge Fieldand choose from available fields, such as:
- Full Name
- Address
- First Name
- Case Manager (or Case Manager Title)
- Fields under User refer to the person generating the letter.
Copying a Letter to Another Program
- Select Copy on the existing letter template.
- Rename the template if needed.
- Select the program where you want to copy the letter.
- Click OK to complete the process.
The copied letter will now be available in the selected program.