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.
- Click Account Settings.
- Click Templates.
- Click Letters.
- Click Add Template.
- If you have never saved a letter template before, click Add Your First Template.
- For more guidance in creating your letter, refer to the Creating Engagement Letters article.
- The Engagement Letter screen will load.
- Your letter will be saved as a template to use again later.