To create a form letter, review these steps for Form Emails and Letters.
- To upload a form letter, begin by going to the Files module.
- Select the FormLetters folder.
- Click the Upload button.
- Click the Choose File button to select the form letter from your saved files. Remember, the form letter must be saved as an RTF or DOCX file.
- Click the Upload button to upload the form letter to the FormLetters folder.
This video explains the basic steps for creating and uploading a form letter into AppColl