This article will show you how to create a Letter in your Boards and Committees module.
Important Note
You must have access to the Boards and Committees module to use this feature. For more information or to enable Boards and Committees, please contact your Customer Success Manager or Account Manager.
Sign in to your solution if you have not already
Navigate to the User Menu, then click the Boards and Committees option:
Click the People tab:
Find the desired letter recipient or recipients and check the checkbox next to their names:
Note:
If you have trouble finding your desired recipients, use the Enter text to search box or click the Browse People tab to conduct an advanced search using filters:
Navigate to the Actions dropdown menu, then click the Create Letter for Selected option:
Fill in and use the Create Letter fields:
Letter Name: Enter a name for this letter
Merge Tags: Select merge tags from the drop-down list to insert placeholders for dynamic content such as dates, titles, and contact information, if desired
Templates: Select an existing Letter Template from the drop-down list to populate the Letter Content field with pre-typed and pre-formatted letter text, if desired
Letter Content: Enter or edit the text of your letter
Use the Paragraph Formatting and Text Formatting tools to format the look of the letter text:
Click the Create button:
Note:
You can click the red X button to exit the Create Letter screen without saving your document:
Click the PDF button to download a copy of your letter as a PDF file, or click the Word button to download a copy of your letter as a Word document:
Note:
You can click both the PDF and Word buttons to download copies of the letter in both file formats.
Check the Add this letter to the Documentation page for the selected record checkbox if you would like to access a copy of the letter in the Boards and Committees module in the future:
Click the Close button:
Share or send your downloaded Letter as desired