Letter Templates

Click ‘Letters Setup’

Click 'Letters Setup'

Navigate to System > Setup > Letters Setup

Click ‘New’

Click 'New'

 

Enter Template Details

Enter Template Details

Enter the template details and selected header and/or footer images (if desired).

Write Your Template

Write Your Template

Write your template in the ‘Content’ section. Use the ‘Insert NB Field’ tool to insert the guests details to the template.

Click ‘Save’

Click 'Save'

 

Click ‘Letters List’

Click 'Letters List'

Click ‘Letters List’ to view the list of your letter templates.