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Letter Templates

Learn how to create and modify Letter templates

Heath Keane avatar
Written by Heath Keane
Updated over 2 years ago

Save yourself a lot of time by using Letter Templates instead of creating the same Letter from scratch multiple times. Templates can contain images, Snippets, layouts, fields, defined sections, and headers and footers. Templates can be created by Supervisors and are available to all users in your instance. 

Access Templates

The Letter Templates modal can be found by clicking your name in the top right of CAVO and then selecting Templates.

Creating a Template

To create a new Template, click on + New Template in the lower left-hand corner of the modal.

Once you have provided a name and filled out the body of the template, hit Save Changes in the bottom right hand corner.

Creating the Body

The body of the template can include all of the various formatting options found in the Letter Module.

Modifying Templates

A Supervisor can modify an existing Template by selecting the Template from the list located on the left side of the Templates modal. From there, they can update the name and/or body of the Template and select Save Changes.

Deactivating Templates

To deactivate a Template, select Inactive at the top and then Save Changes.

Deleting Templates

To delete a Template, toggle the status to Inactive and then click Delete.

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