Site administrators (for Plus or Unlimited editions) may add attachments to new or existing letter templates following the instructions below:


  1. Go to Administration and select Template Configuration
  2. Expand the Template Groups and find the letter you would like to update
  3. Click Edit next to the letter
  4. Within the left hand side of the screen, there is an attachments section. Click Select Files
  5. Browse within your computer to the file you would like to attach
  6. Select the attachment (double click or click Open)
  7. The file will automatically attach to the template
  8. Click Save


*if you would like to create a new letter template and add an attachment you may do so by clicking on Add Template. You will be required to save the basic template before attachments may be added.