Customise the default cover letter template

The cover letter content is populated but editable for each client report. It is also possible to create a new version of the cover letter.

Navigate to Protect and click on Settings

Select the Cover Letter Settings heading

Here you can create and select a new version of the Cover Letter

Click Manage Cover Letter to view and edit the content

Select the Default Cover Letter template.

Personalise the text and then click to update the cover letter