Creating a Form Letter

To create a form letter:

1. Navigate to: Document ManagementSubmittals.
2. Select the Submittal Item (Items tab) or Submittal Package (Packages tab) you want to create a Form Letter for.
3. Click the Form Letter button on the toolbar.
   • Step 1 of the Form Letter Wizard opens.
4. Select the Type of Form Letter to create.
   • Optionally, click View to preview the Form Letter.
   • Optionally, link the Submittal Item or Package to the new Correspondence.
5. Click Next.
   • Step 2 of the Form Letter Wizard opens.
6. Enter a subject for the Form Letter and type the desired text in the Body field.
   • Optionally, click Spell Check to check the body text for spelling errors.
7. Click Next.
   • Step 3 of the Form Letter Wizard opens.
8. Select the letter state, the document template, the recipients and the sender of the letter.
9. Optionally mark the Notify checkboxes to notify the recipients by email to and/or message that a Submittal Correspondence has been created.
10. Click Next.
    • Step 4 of the Form Letter Wizard opens. This confirmation page allows you to view and edit the created correspondence.