> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Letter templates

> Build reusable letters with merge fields and signatures, then send them to customers or owners.

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](/letters/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](https://dashboard.yorlet.com/letters/templates).

## Creating a template

To create a template, follow these steps:

1. Go to [Letter templates](https://dashboard.yorlet.com/letters/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.

## 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.

### 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.

## 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.

| Field                       | What it inserts             |
| --------------------------- | --------------------------- |
| `{{customer.name}}`         | The customer's name         |
| `{{customer.email}}`        | The customer's email        |
| `{{customer.phone}}`        | The customer's phone        |
| `{{customer.address}}`      | The customer's full address |
| `{{owner.name}}`            | The owner's name            |
| `{{owner.email}}`           | The owner's email           |
| `{{owner.phone}}`           | The owner's phone           |
| `{{owner.address}}`         | The owner's full address    |
| `{{account.name}}`          | Your account name           |
| `{{account.support_email}}` | Your support email          |
| `{{account.support_phone}}` | Your support phone          |
| `{{account.address}}`       | Your account address        |
| `{{today}}`                 | The date the letter is sent |

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`.

## 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](/letters/send-a-letter#sending-from-a-workflow)).

<Tip>
  Start body text with `Dear {{customer.name}},` so every letter opens with the right name.
</Tip>

## 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.