Create New Letters

  1. To create a new letter:
    1. From the client's profile's Summary tab, select Lettering and click Create New.
    2. From the side panel menu Letters > Write a Letter
    3. From anywhere in the Admin Area, click the + icon at the top of the interface and choose Create New Letter.
  2. Enter a subject for the letter.
  3. Configure the Date Created.
  4. Select whether the letter is for client/ lead or user/staff.
  5. Enter the text that you want to display in the textbox.
  6. Enter any desired admin-only notes or remarks.
    1. Text that you enter in Admin Only Notes will never display for the client.
  7. Click Save Changes to save the letter.

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