1. Go to Messages from the left hand menu
2. Select Print centre
3. Click on Create letter
4. Add the record you wish to send the letter to
5. Add your letter template, if applicable
You can also create a letter on the fly, if no template has been created
6. To preview your letter, click the preview button
7. Once happy with all details, select create letter
8. If there is no address for the contact, you will get a blocking message which will prompt you to add the address in. If the address is attached, select 'Proceed'
If you get this error, please close out of the letter and add the address into the contact, your letter will save as a draft to complete once the address has been entered.
9. After pressing Proceed, you will get a confirmation message to Print the Letter
10. Click on Confirm to finalise your letter
11. There are four tabs within your Letter Centre
Outbox - These are draft letters, to process them click into the letter and then confirm
Processing - Once the letter is confirmed, this is where the letter generates - the letter will only be here for a few moments after you have confirmed it
Ready - These letters are ready to be downloaded and sent, simply click into the letter to download or email it
Printed - These letters have been downloaded and sent
