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Creating Letter Templates

Create presets and templates for letters

Updated over a week ago

As an organisation administrator, you can preset customised details for use with Noted’s letter-writing tool.

To customise letter templates:

  1. Navigate to Administration via the Switcher

  2. Select Client Settings from the menu

  3. Click Letters on the sub-menu

  4. Create a letter template by selecting Create content template

  5. Add a Name and Description for the template

  6. Start writing your template in the Editor section

  7. Create headings by clicking the + symbol or highlighting text

  8. You can add numbered or bullet point lists with the + symbol as well

  9. Click Save template when you’re done. The template will be added to the list in the Content Templates section.

  10. Next, enter your sender and signature details as required and click Save. Your sender details will be your organisation’s name and address, whereas the signature will be personal to you.

Tip: To edit existing templates click on a preset that you have created.

NOTE: You can also upload an organisation logo by choosing a file and click Save. This will appear as a header for all letters created within Noted.

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