Creating and Managing Letters

Accessing Letter Templates

  1. Navigate to Setup > Letters to view existing letter templates in your current program.
  2. 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

  1. Select the New button in the top corner.
  2. Name the letter template as desired.
  3. 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

  1. Select New and choose Import Template.
  2. 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

  1. Select Copy on the existing letter template.
  2. Rename the template if needed.
  3. Select the program where you want to copy the letter.
  4. Click OK to complete the process.

The copied letter will now be available in the selected program.