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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.

Select Create New
.

Select the Use a Template
dropdown and select your template.

Select Next
.

Enter a Document Name
.

This is used as the batch name that appears in the Draft section in Signatures.

Enter a Description
if needed.

Select Next
.

Select Save as Draft
to continue processing later.

The letter appears in the Letter Creator section with Draft status.

Select Send for Signatures
to begin delivery.

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.

Select Create New
.

Select Create Custom Letter
.

Select Next
.

Enter a Document Name
.

This is used as the batch name that appears in the Draft section in Signatures.

Enter a Description
if needed.

Select Next
.

Select the Service
to be provided.

Select Next
.

Select the Type
of planning or preparation you are providing.

Select Generate
.

If multiple paragraph options are found for your selections, you are prompted to select which paragraphs to use.

Review the created letter.

Select Delete
to remove sections as needed.

Select Next
.

Select Save as Draft
to continue processing later.

The letter appears in the Letter Creator section with Draft status.

Select Send for Review
to save the template in the Content Library with In Review status.

Select Send for Signatures
to begin delivery.

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

Select Letter Creator
in the left panel.

Select Resume
in the Actions menu.

Select Save as Draft
to continue processing later.

The letter appears in the Letter Creator section with Draft status.

Select Send for Review
to save the template in the Content Library with In Review status.

Select Send for Signatures
to begin delivery.

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

Select Letter Creator
in the left panel.

Select Delete
to delete the draft.

Select the More
menu to view additional options.

Select Description
to view the draft description entered by the creator.

Select User Tracking
to review an audit of edits made to the paragraph template.

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

Select Download CSV
.

A custom CSV template is downloaded.

Open and complete the CSV columns.

Drag and drop the file or select Choose File
to upload the CSV.

Select Next
.

Review

Review the email addresses for each client.

Select Preview
to preview a PDF of the document.

Signer fields are not included in this preview.

Select Next
.

Setup

Review transfer details.

Letter Type

Expiration and tax year

Office Location

Contact Person

Sender

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.

Select from Saved Messages or create a custom message.

Select Require Access Code
to require authentication before signers can access the document.

Select Save & Close
to save as a draft.

Select Send
to send to all recipients.

Send

After sending, all recipients appear on the Signatures Delivered report.

This article applies to:

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Subject: eSignature
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Letter Builder Usage

Send a template

Make a custom letter

Letter Creator draft processing

Process batch

This article applies to: