Create a Letter from Client Details

You can open a letter template directly from the Clients module, and automatically populate the template with the open client's name.

1. Open a client's Client Details form and click the Letters button. A list of your letter templates will show in the drop-down.



2. Click on the relevant template name. The letter will display in a separate tab.

The Client's name will be automatically filled in the Client field in the Template toolbar.



3. Edit the letter as normal.