Letter templates

Letters use merge fields so that the Process Engine can automatically pull through details onto the document. The file type accepted for Letters is Docx.

How to add a letter template

1. Select the +Add Template button.
2. Complete the fields and select Save.
3. Select Browse to locate the Docx file to upload.
4. Once done select Save.

How to update a letter template

1. Navigate to the template and select view.
2. Replace the template with an alternative file by selecting Browse.
   • Optional steps:
     • Amend the folder the template belongs to.
     • Amend the name of the template.