Learn how to create a letter template. This help guide will cover creating a Letter Template.

Content

Instructions

1. Navigate to Settings Icon and Select Global Settings

2. Under Communications, select Letter Templates

3. Select Build New Template.

The list below displays the letter templates that have already been built.

4. Complete Template Settings

	Field Name	Description
A.	Template Name	Title your Template. This field is required.
B.	Set as Default Template	Check the box if you would like to set this template as your default.
C.	Template Type	Select if this letter will print on Blank Paper or Letterhead
D.	Font Family	This setting will allow you to change the font of your email.

5. Complete Header Section

	Field Name	Description
E.	Header Background Color	Select the background color of the header section
F.	Header Section Height	Select the height of header in pixels
G.	Header Horizontal Alignment	Align header left, center, or right
H.	Header Vertical Alignment	Align header top, middle, or left
I.	Header Bottom Border	Select border color, style, and size
J.	Text Box	Enter text for the header. You can use the formatting tools to change the header text.

6. Complete Content and Foot Section. Select Preview to see what the template will look like. When finished, select Save.

	Field Name	Description
K.	Content Background Color	Select a Color for the content section
L.	Footer Background Color	Select a background color for the footer section
M.	Footer Section Height	Select the height of footer in pixels
N.	Footer Horizontal Alignment	Align footer left, center, or right
O.	Footer Vertical Alignment	Align footer top, middle, or left
P.	Footer Top Border	Select border color, style, and size
Q.	Text Box	Enter text for the footer. You can use the formatting tools to change the header text.

7. Your Template will appear on the list of templates below. You can make your template the default by selecting Make Default.