Purpose: Creating letter templates simplifies drafting letters by providing pre-designed options that can be customised for specific purposes. This saves time and ensures consistency in formatting and branding across correspondence.
View templates
➡️ Profile icon > Settings > Communications > Letter templates > View
Add new template
Letter templates ensure consistency and efficiency in communication.
➡️ Profile icon > Settings > Communications > Letter templates > View > Add new letter template > Complete side panel > Save
Folder: The folder the letter template should be saved in.
Name: Letter template name.
Message: Compose the body of the letter, using tagging as required.
Cancel/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
Letter templates cannot be deleted once assigned to any communications, they must be archived instead.
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 up to 5 subfolders. Click "Add new folder" on the left side panel to create a folder or subfolder.
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.