Produce formatted letters within Noted with custom-made templates and presets to save time and keep your client’s records list up to date.
Search for or add the client you are creating a letter for and click Continue to records
Select Letter from the action buttons 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
Enter the letter’s content or insert a letter template
Create headings by clicking the + symbol or highlighting text
You can add numbered or bullet point lists with the + symbol as well
Scroll down to Signature to enter or insert a preset
Attach relevant documents and click Save and review once finished
Completed letters can be printed physically by clicking Print letter or exported to .pdf and emailed
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 individual 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. Learn more about this here.
Letter templates
Letter templates can be created specifically for your organisation. You can learn about this here.