This article will show you how to create a Letter in your Boards & Committees module.

Instructions

1. Navigate to User Menu > Boards & Committees
   
2. Select the People tab
   
3. Find the desired letter recipient(s) and select the check box(es) next to their name(s)
   
   
   Note: If you have trouble finding your desired recipient(s), use the Enter text to search box or click the Browse People tab to conduct an advanced search using filters.
   
4. Navigate to Actions > Create Letter for Selected
   
5. 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
6. Use the Paragraph Formatting and Text Formatting tools to format the look of the letter text
   
7. Click Create
   
   
   Note: Click the red X to exit the Create Letter screen without saving your document.
8. Select PDF to download a copy of your letter as a PDF file, or select Word to download a copy of your letter as a Word document
   
   
   Note: Click both PDF and Word to download copies of the letter in both file formats.
9. Check the box next to Add this letter to the Documentation page for the selected record if you would like to access a copy of the letter in the Boards & Committees module in the future
   
10. Click Close
    
11. Share or send your downloaded Letter as desired