Create a New Letter

Follow these steps to create a new letter.

To create a new letter:

1. Click Create New Letter.
2. In the Letter Type field, select from the drop-down list.

   A personal letter template is available only to you, while a global letter template can be used by anyone in your company.

3. In the Category field, select from the drop-down list.

   The category helps the system determine when and where it should display the letter.

4. In the Name field, enter the name.
5. Click Available Merge Codes to launch a search screen that allows you to find the appropriate merge code.

   From that window, merge codes can be pushed into the body of the letter when in Edit Mode.

6. You can manage translation options if more than one language is installed in your system.

   Clicking on the language tab and enter your translation.

7. Click Add attachments to include file attachments from the Document Library in the letter template.

   Select any branding needed as well as select the recipient list if you want to copy others when the letter is sent.

8. If the attachment that you need is not in the Document Library, click Browse to the file in your computer.
9. Click Upload File to add the attachment to the Document Library listing.
10. If your company uses images for the letter’s header and footer sections, select the Letter Header Image from the list.
11. To upload a new image, click the Add New Image.
12. Populate the BCC and CC fields, to include additional recipients whenever the Deltek Talent uses this letter template.