Letters within Adviser Cloud

 How to use a letter template

 

Go to person you wish to create a letter for

letters_1st_screen_person.PNG

 

click the purple letters button

 

 

Click required letter

 people_-_letters_new_menu.PNG

 

 

The following box will appear so you can save the letter where required.

 

people_-_letters_save_option.PNG

 

Microsoft word will open with the letter template.

 

You can then create & edit your letter using the template set out.

 

 

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