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Create a Letter in Boards and Committees

  • Updated:

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

 

 

Instructions

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then click the Boards and Committees option
    The User Menu with the Boards and Committees option highlighted.
  3. Click the People tab
    A People tab with a person icon to the right of the solution logo.
  4. Find the desired letter recipient(s) and check the checkbox(es) next to their name(s)
    A user checkbox below the Enter text to search bar.
    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.
    The Browse People tab, a row of filter dropdowns, and the Enter text to search bar highlighted.
  5. Navigate to the Actions dropdown menu, then click the Create Letter for Selected option
    The Actions dropdown menu with the Create Letter for Selected option highlighted.
  6. Fill in and use the Create Letter fields
    Create Letter information 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
  7. Use the Paragraph Formatting and Text Formatting tools to format the look of the letter text
    Letter Content paragraph and formatting tools.
  8. Click the green, rectangular Create button
    A Create button that can be clicked to generate the letter.
    Note: Click the red X button to exit the Create Letter screen without saving your document.
  9. Click the blue, rectangular PDF button to download a copy of your letter as a PDF file, or click the blue, rectangular Word button to download a copy of your letter as a Word document
    The PDF and Word buttons.
    Note: Click both the PDF and Word buttons to download copies of the letter in both file formats.
  10. Check the Add this letter to the Documentation page for the selected record checkbox if you would like to access a copy of the letter in the Boards & Committees module in the future
    The Add this letter to the documentation page checkbox.
  11. Click the green, rectangular Close button
    A Close button that can be clicked to return you to the Boards and Committees homepage.
  12. Share or send your downloaded Letter as desired

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