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 edit an existing 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 Edit next to the template you would like to modify
   
5. Edit the Template Name, if desired
   
6. Edit the text that will be included in the Body of the template letter, if desired
   
   • 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
   
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 changes to the letter template