Produce formatted letters within Noted to save time and keep your client’s records list up to date.
To create a client letter:
Search for or add the client you are creating a letter for and click Continue to records
Select Letter from the action buttons
Select the team you are creating a letter for and add a subject
Enter the Recipient details (this may be the client or a third party)
Enter Sender details or insert a saved preset (click the three dots next to Sender)
Enter the letter’s content or insert a letter template
You can add formatting by clicking the + button
Scroll down to Signature to enter or insert a preset (click the three dots next to Sender)
Attach relevant documents and click Save and review once finished
Completed letters (reccomended to be signed like records) can be printed physically by clicking Print letter or exported to .pdf and emailed
To export to.pdf click the Print letter button
Tip: Text can be written in bold or italics using your keyboard shortcuts (ctrl/command+b for bold, ctrl/command+i for italics)
Save your own preset for next time
Manually write into the Sender or Signature box what you want as your preset
Click on the three dots above the box and select Save as my preset
Next time you write a letter, you can access the same three-dot menu and select Insert my preset
Note: Sender and signature details can also be preset for your organisation.