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Edit a letter template
Edit a letter template
Victor Christensen avatar
Written by Victor Christensen
Updated over 2 years ago
  1. In the left side bar. Click on 'Mailings' in the Agency Admin section. This will open the mailings page.

2. Click on the 'Letter Templates tab.

4. To edit the letter template text click on the letter template name

5. To edit letter template settings click on 'Settings' link

6. To preview what the template will look as a printed page click on 'Preview'

7. To view the report data that will be merged into generated letters click "Report Data"

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