Letter Template Library

In the Letter Template Library, you can add and manage Microsoft Word templates for use with communications such as membership cards and correspondence with constituents. For example, after you add a constituent letter template, you can use it to send letters to constituents. To send a letter to a constituent, from the constituent's record, select Write a letter on the Contact tab or under Tasks. For more information about the Write a Letter feature, see the Constituents Guide.

The Letter Template Library is a repository for many types of letter templates. Most letter template types are available from the constituent "Write a letter" process. Membership card letter templates are available to use when printing membership cards. However, acknowledgement letter templates are not available in acknowledgement or marketing acknowledgement processes. Planned gift acknowledgement templates are not available for the planned gift acknowledgement process. Reminder letter templates are not available for the reminder process. Receipt letter templates are not available for the receipt process. Correspondence templates are not available in the manage correspondence process. Tribute acknowledgement templates are not available in the tribute acknowledgement process. These types of templates can be stored for reference in the Letter Template Library, but you will need to search for and select them separately for use in the standard processes.