1: Click Admin from the Menu.

2: Select Document Library from the drop down list - the Document Library will open.

1: Select where the New Document should be filed.

1: Click New from the Menu.

2: Select New Template - the New Template window will open.

1: Click the Details tab - the Details window will open.

2: Key in a Description for the letter.

3: Select a Case Type from the drop down list.

4: Mark the Document as a Letter and make it Visible so that Users can see it in the Document Library. If the Document should only be run from an Action, it must remain invisible.

5: Choose a Header and Footer.

6: Turn off the Email tick as this Document is a Letter.

1: Click Edit Body Of Document - Microsoft Word will open.

1: If required add Merge fields to the letter - click here to see how.

2: Type the body of the letter.

Type CTRL+S to Save the letter and then close Microsoft Word.

1: Click OK to close the Window and Save the data.