How to Edit and Preview a Letter Template

You can edit and preview existing letter templates by following these steps.

Editing a Letter Template

1. Click the Create Letters Icon.

2. Highlight and select, or double-click, an existing template.

3. Make the appropriate edits to the text.

Inserting Tokens

1. Right-click on the desired location in the template.

2. Click Insert Field.

3. Select the desired Token.

4. Click Paste.

Previewing the Letter

1. After making changes, click the Printer icon.

2. Click Print Sample to preview the letter with the new edits.