This article is about how to create and manage letter templates. For information on how to create letters, see here.

Note: To create letter templates you must have a role assigned to you that gives you editing permissions for Letter templates. For more information on roles, see here.

In this article:


Create a Letter Template

You can create a letter template from the Settings page:

1. Go to the Letter templates tab.

2. Click New in the top right-hand corner.

3. Select Letter template.

4. Give the template a name.

5. Enter the content of the letter template using the text editor. Use the dropdown menus to insert automated tags and fields into the template. For information on how to get the best experience with the text editor, see here.

6. Choose whether you want to Use custom footer.

If you ticked the box, then either type or manually insert the custom field with the displayed fields:

7. Click Save.

Your template appears in the Letter templates tab.


Edit a Letter Template

You can edit a letter template at any time from the Settings page:

1. Go to the Letter templates tab.

2. Select the letter template that you want to edit.

3. Make the edits you want.

4. Click Save in the top right-hand corner.


Delete a Letter Template

You can delete a letter template at any time from the Settings page:

1. Go to the Letter templates tab.

2. Click the more options icon next to the letter template you want to delete.

3. Select Delete.

4. Click Delete in the confirmation box.

The letter template is deleted from Semble.

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