There are a variety of different letters you can use and make changes to. Some are under custom and some are system. This guide is for System letter templates.
Location: Click Office > System Letter Templates
Your letters will be listed as shown below. Some items will be noted as editable docx and some will show Classic PDF, with a column showing whether it can be edited. If it shows as not editable, this may be something that can be changed ahead of your attempts to download for edit. You will need to click onto the line to open the entry > edit > use the toggle switch to change to editable. If you cannot see this option, it may need a higher access level member to do this, you are welcome to contact support to enable the switch from our side.
To download a file for editing, please click the ‘Actions’ button along the Letter that you want to edit > download template file.
Once you have selected that option the document will download to the specific folder you have specified on your computer.
Make the necessary changes you would like to and click ‘Actions’ > upload template file.
A new window will then open and you can either drag and drop the file or search for the file by clicking ‘Search files…’
Once you have uploaded the document, click 'Close' and this will now be updated for you.
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