Creating Engagement Letter Templates

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.