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Templates are the reusable content behind your letters. Write the wording once, insert merge fields for names and addresses, and optionally add a signature. Each time you send a letter from a template, Yorlet copies that content onto the letter so later template edits do not change letters you have already created. You can manage templates from the Letter templates page.

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Creating a template

To create a template, follow these steps:
  1. Go to Letter templates.
  2. Click New letter template (or press N).
  3. Enter a Name, such as an arrears reminder.
  4. Optionally add a Description of when to use it.
  5. Choose the Recipient: Customer, Owner, or Any if the template can be used for either.
  6. Choose the Address window — Left or Right.
  7. Optionally add Variables — a key and label for values you fill in later, such as an amount due.
  8. Build the Content with heading, text, and signature blocks. A preview of page 1, including the envelope window, updates as you write.
  9. Click Create.
When you create a letter, only templates that match the recipient type are offered. A template set to Any can be used with customers or owners. The same templates appear when you add a Send letter step to a workflow.

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Content blocks

The letter body is a list of blocks. Use Heading, Text, and Signature to add blocks, then move them up or down or delete them.
  • Heading: A short title. You can insert merge fields.
  • Text: The body of the letter. You can insert merge fields, and start a new paragraph with a line break.
  • Signature: A printed name, and optionally a signature image.

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Signatures

For a signature block:
  • Printed name appears under the signature. If you leave it blank, your account name is used.
  • Signature image is an optional PNG or JPEG. Click Upload signature to attach one. If you do not upload an image, the printed name is shown in a signature style instead.

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Merge fields

Merge fields are replaced with real details when the letter is sent. In a heading or text block, type {{ or pick a field from the list. The fields available depend on who the template is for. Customer templates do not offer owner fields, and owner templates do not offer customer fields. You can also insert individual address lines, such as {{customer.address.line1}} or {{customer.address.postal_code}}. The same line fields exist for owner and account.

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Custom variables

Use variables for details that change each time you send the letter, such as an amount due or a notice date. To add a variable, click Add under Variables, enter a Key (for example amount_due) and a Label, then insert {{variables.amount_due}} in a heading or text block. When you create a letter from the template, or add a Send letter step to a workflow, Yorlet asks you to fill in each variable. In a workflow you can insert a value from the trigger, and format amounts or dates (see Send a letter).
Start body text with Dear {{customer.name}}, so every letter opens with the right name.

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Editing and deleting templates

Click a template in the table, or right-click and select Edit template, to change its name, description, recipient, address window, or content. To delete a template, right-click it and select Delete template, then confirm. Existing letters created from that template are not affected.