📘 Instructions

1. Go to ConnectDuo and select Letters

2. Click Create Template

3. Select the Jurisdiction

4. Choose a letter Category

5. Add the Title of the letter template (2nd review)

6. Untoggle Anyone Can Edit, to restrict editing the document to just the creator.

7. You can also add the Guidance Note and the Sending Note 

8. Press Continue

9. Create the letter: a) By typing @ and selecting a chosen field, this will pull information from the employee you are sending the letter to when creating a draft, or b) By typing / you get commands.

10. You can also use the Letter Settings  options on the right to add a field, i.e. employee name, address, email, date etc.

11. Font, colours and layout can be changed using the Text options on the left.

12. When the letter template is complete, click Save. The template is now created.

13. Toggling Active allows access, to create a draft of the letter.