NOTE: You must have administrative rights to create a new quote letter template.

1. Under the Administration menu, click on Edit Agency Letter Templates. 

    

2. Click on Create a New Letter button. 

3. Enter a descriptive name for the letter in the field to the right of the Create a New Letter button.

    

4. Create your letter in the content editor window.  To add a field to the letter, copy and paste the field name from the Custom Field Letter Help section on the right.  Be sure to include the [ ] brackets before and after the name.
5. When you have completed adding your new letter, click on the Save button at the bottom of the screen.