You can speed up the process of creating a letter to send to members of boards and committees by using a Letter Template. This article will show you how to configure a letter template.

Instructions

1. Navigate to User Menu > Boards & Committees
   
2. Navigate to User Menu > Settings
   
3. Scroll down to the Templates section and select Letter Templates
   
4. Select Add to create a new template
   
5. Add a Template Name
   
6. Add text that will be included in the Body of the template letter
   
   • Note: Click and drag the Resize tool (triangle icon) to increase the size of the text box, or click Maximize (multi-directional arrows icon) to expand the text box to the full size of the browser window, if desired.
     
7. Use the Paragraph Formatting and Text Formatting tools to format the look of the text, if desired
   
   
   • Note: Select body at the bottom of the text box to quickly highlight all text in the text box, or select p (paragraph) at the bottom of the text box to quickly highlight the active paragraph if desired.
     
8. Select items from the Merge Tags drop-down list to insert placeholders for dynamic content such as dates, titles, and contact information, if desired
   
9. Select Source to view and edit the HTML source code of the letter template, if desired
   
10. Select Save to save the template
    
11. The template has been saved and will now appear in the Letter Templates list