Messenger: Creating Letters

Scope

Steps to create a letter from Advanced Messaging.

Instructions

1. Choose a message template from the Message Library or compose the message yourself in the text editor.

   • Note: If you are also sending an email, Letter content same as Email is ticked by default. Untick this to write a separate message.

2. In Select Template, choose one of the options from the drop-down. Read our guide for further information: Messenger: Manage Letter Templates.

3. Use the tools available in the Basic Editor to format your email e.g., insert hyperlinks, insert images, add bullet lists, change font type etc. Read our guide for further information: Messenger: Basic and Advanced Editor.

4. You can switch from the standard Design view to the HTML view if you would prefer creating the Xpression using HTML code.

5. Use Preview to open a browser with a copy of the letter, including the header and footer from the template.

6. Click View PDF to download a PDF version of that preview. These options are also available on the next page when the letter is generated.

7. Continue to Step 11 in Messenger: Send Advanced Messages to produce the letter.

8. You will see an option to download your letter as below:

9. You will also receive an email with a download link for your letter: