Letters
Generate PDF letters from Word documents
9 articles
- Letters: an overviewGenerate PDF letters for your customers from Word templates, from the customer page or in a workflow.
- Letter permissionsChoose who can manage letter templates, start letters, complete them and see them.
- Prepare a Word document for a letter templateType smart fields and input fields, or keep your Word merge fields, so Kolleno can fill in each letter.
- Create and publish a letter templateUpload a Word document, set up its input fields, check a sample PDF and publish the template.
- Generate a letter for a customerGenerate a PDF letter from the customer page, or leave its missing values to a colleague.
- Complete a letter from a Task Manager taskFill in the values a letter is waiting for, so Kolleno can generate it.
- View, download and print a customer's lettersEvery letter for a customer is on the Letters tab of the customer's Files.
- Mark an uploaded file as a letterKeep a letter you made outside Kolleno with the customer's other letters.
- Generate letters in a workflowAdd the Generate letter action to a workflow to make a letter for each record it reaches.