Letter templates are used to write the body text of customer letters. They provide a pre-set structure that can be customised as needed, helping you save time and maintain consistency in branding and tone across all correspondence.
This setting is only used with the Contracts feature. For letter templates in other areas (e.g. service reminders, invoices), please check the communication settings for that specific feature.
Letter templates do not define the overall document layout. The final PDF layout is controlled system-wide.
Company details, logos/headers/footers and margin settings are configured separately in your account settings.
Adding a New Letter Template
Click on your Profile icon.
Go to Settings.
Navigate to Communications > Letter templates.
Click View.
Select Add new letter template.
In the side panel, complete the following fields:
Folder: Choose where the letter should be saved.
Name: Enter the name of the letter template.
Message: Compose the body of the letter, using tagging as needed.
Click Save.
Edit letter template
➡️ Locate the template > Edit > Update side panel > Save
Delete SMS template
➡️ Locate the template > Delete > Type "Delete" > Delete
Archive SMS template
➡️ Locate the template > Archive > Type "Archive " > Archive
Add new folder
You have the flexibility to create as many folders as you require, and within each folder, you can further organise your email templates by creating subfolders.
Click Add new folder in the left side panel to create a folder or subfolder.
You can create multiple folders and up to 5 subfolders within each one.
Edit folder
➡️ Locate the folder > Change the folder name > Save
Delete folder
➡️ Locate the folder > Delete > Type Delete > Delete
If there are any active or archived templates within the folder, they cannot be deleted.
Organising folders and templates
Drag and drop your templates and folders to keep everything organised. To move multiple templates and/or folders at one time, check the box next to the name before dragging.