Navigation: Client Administration > Search for Existing Client > Highlight the Client > Letters button

Overview

This function allows you to generate various pre-defined and custom letters for a selected client. While standard templates are provided, an administrator can customize these letters to fit your business's specific needs and branding.

Video Tutorial

• For a visual guide on generating letters, watch the video link - https://www.youtube.com/watch?v=GlUB3Wp61AI

Step-by-Step Guide

1. Find and Select the Client: Navigate to Client Administration > Search for Existing Client. Find the correct client and click on their name to highlight them.

2. Open the Letters Menu: Click the Letters button at the bottom of the screen.

3. Select the Letter: A menu will appear displaying a list of available letter templates. Click on the specific letter you wish to generate. The system will then create the document, populating it with the selected client's details.

Feature	Description	Documentation
Print a letter	After you have selected a specific letter to generate for a client, the system takes you to a final screen where you can download, print, or email the completed document	Print Letters

Available Letter Templates

The list of letters available to you is configured by your System Administrator. Standard templates include:

• Client Detail: A summary of the client's profile information.
• Settlement Letter: A formal letter stating the amount required to settle a loan.
• Certificate of Balance: A document certifying the client's outstanding balance as of a specific date.
• Final Payment Letter: A letter confirming that the final payment has been received and the loan is paid up.
• Personalised Statement: A custom statement format.
• Own Letter 1 / Own Letter 2: Customizable templates for your own unique correspondence.

Note: The exact letters you see in the menu depend on which templates have been set up and enabled for your company.