How do I use Letters (Merge)?

Letters (Merge) is available to all Core (Pro + Lite) subscribers. Watch the step by step video tutorial to learn how to use Letters (Merge):

Find it by navigating to Core - Client > Letters (Merge)
Add your client details manually or else connect XPM to access your client details
Select from the default templates available or edit and customise these to suit your needs
Some templates contain embedded merge fields (see the text presented in curly brackets) - these are used to prompt you for specific personalised data
Select who to send as - yourself or the relevant partner
Preview the letter on your letterhead - learn how to add your branding
Choose to download the letter to MS Word to customise it further
Upload additional supporting documents if required on the Collate step to create a single PDF
Email the letters as a PDF attachment via a customisable MS Outlook message, download the document as a PDF to your local drive