How-To: Create and Edit a Letter

[#1]

Summary

This article will help you with the steps to use the letter builder to create and edit unlimited cover, thank you, and generic business letters.

Create a letter

1. Select I want to from the main navigation menu.

2. From Activities, choose Letter Builder.

3. Click Create New Letter.

4. Enter a name, select a type, and then click Create Letter.

5. Indicate if you have information for each letter section.

6. Enter the requested information and click Create.

7. From Progress, select the information category.

8. Click Add to Letter for the selected entry.

9. Click Proceed to Next Section.

10. Repeat steps five to nine until complete.

11. Click View Letter.

Edit a letter

1. Select I want to from the main navigation menu.

2. From Activities, choose Letter Builder.

3. Click the letter name.

4. From the letter details:

   • Click the add icon to enter new information.

   • Click the edit icon to edit information.

   • Click the remove or delete icons to delete information.

   • Click Back to Letter.

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.

[#2]

Summary

This article will help you with the steps to use the letter builder to create and edit unlimited cover, thank you, and generic business letters.

Create a letter

1. Select I want to from the main navigation menu.

2. From Activities, choose Letter Builder.

3. Click Create New Letter.

4. Enter a name, select a type, and then click Create Letter.

5. Indicate if you have information for each letter section.

6. Enter the requested information and click Create.

7. From Progress, select the information category.

8. Click Add to Letter for the selected entry.

9. Click Proceed to Next Section.

10. Repeat steps five to nine until complete.

11. Click View Letter.

Edit a letter

1. Select I want to from the main navigation menu.

2. From Activities, choose Letter Builder.

3. Click the letter name.

4. From the letter details:

   • Click the add icon to enter new information.

   • Click the edit icon to edit information.

   • Click the remove or delete icons to delete information.

   • Click Back to Letter.

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.

[#3]

Summary

This article will help you with the steps to use the letter builder to create and edit unlimited cover, thank you, and generic business letters.

Create a letter

1. Select I want to from the main navigation menu.

2. From Activities, choose Letter Builder.

3. Click Create New Letter.

4. Enter a name, select a type, and then click Create Letter.

5. Indicate if you have information for each letter section.

6. Enter the requested information and click Create.

7. From Progress, select the information category.

8. Click Add to Letter for the selected entry.

9. Click Proceed to Next Section.

10. Repeat steps five to nine until complete.

11. Click View Letter.

Edit a letter

1. Select I want to from the main navigation menu.

2. From Activities, choose Letter Builder.

3. Click the letter name.

4. From the letter details:

   • Click the add icon to enter new information.

   • Click the edit icon to edit information.

   • Click the remove or delete icons to delete information.

   • Click Back to Letter.

Was this Article Helpful?

• Kudo this article if you found it helpful. It will help others find this resource.
• Comment directly on this article to request clarification or share feedback about the content of the article.
• Use the product-specific forum for questions not directly related to this article.