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This article applies to:

  • Product: safesend
  • Subject: eSignature
  • Audiences: Staff

Letter Builder Usage

Use Letter Builder to send published templates, create custom letters from saved paragraph content, manage draft letters, and process batches through Signatures.
Letter Builder lets firms save and store commonly used documents that users can send using Mail Merge through Signatures.
note
This feature is available for customers in the SafeSend Premium Tier.

Send a template

After a template is published, it is added to the Content Library and becomes available to send for signature.
note
Users with System Admin or Letter Builder - Compliance permissions can edit the final letter before delivery if needed.
  1. Select
    Create New
    .
  2. Select the
    Use a Template
     dropdown and select your template.
  3. Select
    Next
    .
  4. Enter a
    Document Name
    .
    • This is used as the batch name that appears in the Draft section in Signatures.
  5. Enter a
    Description
     if needed.
  6. Select
    Next
    .
  7. Select
    Save as Draft
     to continue processing later.
    • The letter appears in the Letter Creator section with Draft status.
  8. Select
    Send for Signatures
     to begin delivery.
  9. Select
    Proceed to Signatures
    .
    • A new tab opens in Signatures with additional steps, and the batch is available in the Draft section.
    • Continue to
      Process batch
      .

Make a custom letter

Use saved paragraph content to create a custom letter.
note
Paragraph content must be created before the
Make a Custom Letter
 feature can be used.
Only System Administrators and Letter Builder - Compliance users can create paragraph content.
note
Users with System Admin or Letter Builder - Compliance permissions can edit the final letter before delivery if needed.
  1. Select
    Create New
    .
  2. Select
    Create Custom Letter
    .
  3. Select
    Next
    .
  4. Enter a
    Document Name
    .
    • This is used as the batch name that appears in the Draft section in Signatures.
  5. Enter a
    Description
     if needed.
  6. Select
    Next
    .
  7. Select the
    Service
     to be provided.
  8. Select
    Next
    .
  9. Select the
    Type
     of planning or preparation you are providing.
  10. Select
    Generate
    .
    • If multiple paragraph options are found for your selections, you are prompted to select which paragraphs to use.
  11. Review the created letter.
  12. Select
    Delete
     to remove sections as needed.
  13. Select
    Next
    .
  14. Select
    Save as Draft
     to continue processing later.
    • The letter appears in the Letter Creator section with Draft status.
  15. Select
    Send for Review
     to save the template in the Content Library with In Review status.
  16. Select
    Send for Signatures
     to begin delivery.
  17. Select
    Proceed to Signatures
    .
    • A new tab opens in Signatures with additional steps, and the batch is available in the Draft section.
    • Continue to
      Process batch
      .

Letter Creator draft processing

The Letter Creator dashboard displays draft letters. You can continue processing a draft, delete it, review edits, or unlock the item for editing.
note
Users with System Admin or Letter Builder - Compliance permissions can edit the final letter before delivery if needed.
Resume a draft
  1. Select
    Letter Creator
     in the left panel.
  2. Select
    Resume
     in the Actions menu.
  3. Select
    Save as Draft
     to continue processing later.
    • The letter appears in the Letter Creator section with Draft status.
  4. Select
    Send for Review
     to save the template in the Content Library with In Review status.
  5. Select
    Send for Signatures
     to begin delivery.
  6. Select
    Proceed to Signatures
    .
    • A new tab opens in Signatures with additional steps, and the batch is available in the Draft section.
    • Continue to
      Process batch
      .
Additional options
  1. Select
    Letter Creator
     in the left panel.
  2. Select
    Delete
     to delete the draft.
  3. Select the
    More
     menu to view additional options.
  4. Select
    Description
     to view the draft description entered by the creator.
  5. Select
    User Tracking
     to review an audit of edits made to the paragraph template.
  6. Select
    Unlock
     to release the template for editing.
    • A template assigned to another user has a locked status and cannot be edited until it is unlocked.

Process batch

The landing page provides four additional steps to process the letter for a batch. The new batch can also be found in the Draft section in Signatures.
Upload
  1. Select
    Download CSV
    .
    • A custom CSV template is downloaded.
  2. Open and complete the CSV columns.
  3. Drag and drop the file or select
    Choose File
     to upload the CSV.
  4. Select
    Next
    .
Review
  1. Review the email addresses for each client.
  2. Select
    Preview
     to preview a PDF of the document.
    • Signer fields are not included in this preview.
  3. Select
    Next
    .
Setup
  1. Review transfer details.
    • Letter Type
    • Expiration and tax year
    • Office Location
    • Contact Person
    • Sender
  2. Confirm the signing sequence.
    • Select
      Parallel Signing Sequence
       to send the document to all signers at the same time.
    • Select
      Custom Signing Sequence
       to select the order in which each person signs.
  3. Select from Saved Messages or create a custom message.
  4. Select
    Require Access Code
     to require authentication before signers can access the document.
  5. Select
    Save & Close
     to save as a draft.
  6. Select
    Send
     to send to all recipients.
Send
After sending, all recipients appear on the Signatures Delivered report.

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