Boilerplate text is text that you would want to use for multiple clients, over and over, to customize your letters. A great example would be for services you provide. Having different boilerplate text for your services would let you choose Bookkeeping and Payroll explanations, while leaving out information about Tax Audit services. You can mix and match easily with Canopy’s letter generator.
To get started, select the cog (settings) icon at the top right-hand corner of your screen.
Once on the settings screen, you will see 'Letters' on the left. Click that and it will bring up the letters screen.
Select 'Add your first category' to get started on your first Boilerplate Text.
A window will pop-up prompting you name your category. Choose a name that you will be remember at a glance, then click on 'Save category'.
Once your category is created, you will have a few options:
- Selecting 'Edit category' will give you the option to rename or delete the category.
- Clicking on 'Add your first Boilerplate to this category' will display a new window where you can add your Boilerplate's title and content.
Once you have entered and formatted the content, click 'Add boilerplate' to save it.
Your boilerplate text is now saved and ready to use in generating letters.