How to Create a New Letter

Overview
Generate a personalized letter (e.g. announcement, offer, update) for one or more employees or clients.

Steps

1. From the sidebar select Letter → Generate.

2. Click Add New.

3. Choose a Letter Type from the dropdown (e.g. “Important Update for Employees”).

4. Select one or more Recipients in the “Employees” or “Clients” field.

5. (Optional) Adjust the letter’s margin spacing (Left, Right, Top, Bottom in pixels).

6. In the Description editor, write or paste your letter body.

7. Use the Preview Letter pane on the right to verify layout.

8. Click Download (PDF) or Print when ready.

Tips

• Use letter types you’ve defined to keep your messaging consistent.

• Adjust spacing if text is too close to page edges.

Troubleshooting

• “Download” greyed out? Make sure at least one recipient is selected.

• Preview not updating? Click inside the description box once to trigger a redraw.