HOW TO CREATE A LETTER TEMPLATE

 

  1. Navigate to the Administrative Tools.
  2. Click on Letter Templates.
  3. Click Add Letter Template.
  4. Name the letter template, and use the text field to enter your letter text.
  5. If you would like to insert a letterhead image, you can use the image button to bring up the image selector.
    1. NOTE that in order for the image to appear in the letterhead, you must link an image URL file directly from the internet.  You cannot upload an image from your computer, it must be an image URL.

  6. You can use the "Tags" drop down to select from data points that can populate into forms when the form is generated from the caseworker portal.  These tags, for example, could be first name, last name, address, etc.
  7. When complete, click the Save button.