You need the Initiate letters permission.
Generate the letter
Open the customer.
Click Action, then Letter.
Choose a template and click Continue. Only active templates with a published version show.
Fill in the Letter inputs. The From the customer record section shows the values Kolleno fills in for you.
Click Complete now.
Kolleno makes the PDF. This usually takes less than a minute, and you can close the window while it runs. When the letter is ready, click Download letter, or find it later on the customer's Files > Letters tab.
A value missing from the customer record prints blank. If the letter needs it, add it to the customer record first.
Let a colleague complete it
If you do not have every value, click Create task instead of Complete now.
Choose the Assignee. Leave it empty to assign the task to yourself.
Set a Due date if you need one.
Click Create task.
The letter waits as Requires input, and the assignee gets a Task Manager task to complete it. Kolleno keeps the values you entered. If every required value is already filled in, Kolleno generates the letter at once and creates no task.
