Letter templates make it easy to save commonly sent letters and use them over and over for your practice.

Creating Letter Templates

Start this process by clicking on the drop-down arrow in-line with you Canopy username.

1. Click Account Settings.                                                                                                             
2. Click Letters.                                                                                                       
3. Click Templates.                                                                                                                          
4. Click Add Template.
• If you have never saved a letter template before, click Add Your First Template.
5. Type a title for your template in the Name Your Template field.
6. Click Save Template.                                                                                 
• The Engagement Letter screen will load.
• For more guidance in creating your letter, refer to the Creating Engagement Letters article.
7. Click Save and Exit when you’re finished. 
• Your letter will be saved as a template to use again later.

General Letter Templates