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.