# Client Letters

## in How to add Client letters

#### Step 1: Please go to the Notes menu 

#### Step 2: Press the Add new button and Select the Letter button

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F2ijcAmX3b3rBgT1zgeLD%2FScreenshot%201-9-2023%20at%2005.03%20PM.png?alt=media&#x26;token=8a3f4d9d-a212-482d-8458-9b22631c517b" alt=""><figcaption></figcaption></figure>

#### Step 3: Please Select letter type you want&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FkyNAaEFRwgceKBfxVCU9%2FScreenshot%201-9-2023%20at%2005.05%20PM.png?alt=media&#x26;token=b65a5728-82f6-49d0-a05c-bf2224e77a17" alt=""><figcaption></figcaption></figure>

#### Step4: Please fill the required details

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F9HbhGJit33ClkqStBpnL%2FScreenshot%201-9-2023%20at%2005.13%20PM.png?alt=media&#x26;token=106682cd-de9a-4827-9119-0cdbbbd27348" alt=""><figcaption></figcaption></figure>

#### Step 5: After filling the details  and  press the save button

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FLJYhq3BiI1jWQxSAXm7i%2FScreenshot%201-9-2023%20at%2005.16%20PM.png?alt=media&#x26;token=d0a46196-6fa2-4c6f-a628-8d35446f585f" alt=""><figcaption></figcaption></figure>

## How to Add new template for client letters

#### Step 1: Please go to  Notes menu

#### Step 2: Select the Add new button and press the letter button

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F2ijcAmX3b3rBgT1zgeLD%2FScreenshot%201-9-2023%20at%2005.03%20PM.png?alt=media&#x26;token=8a3f4d9d-a212-482d-8458-9b22631c517b" alt=""><figcaption></figcaption></figure>

#### step 3:press the Go tho settings button

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2Feobv1y1yNrem63xRyjtG%2FScreenshot%201-9-2023%20at%2005.05%20PM(1).png?alt=media&#x26;token=02f2843c-655a-49da-8fe2-5c30288fa7fc" alt=""><figcaption></figcaption></figure>

#### Step 4: Click the Letter template

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FxG3O565AS8cAKTGUUpzK%2FScreenshot%201-9-2023%20at%2005.23%20PM.png?alt=media&#x26;token=8f5bd619-8a97-4a45-afd3-a5be72379178" alt=""><figcaption></figcaption></figure>

#### &#x20;Step 5: Select the Add New Letter button

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FWLGbMVRXpnpkfkUwxz5N%2FScreenshot%201-9-2023%20at%2005.26%20PM.png?alt=media&#x26;token=eace769d-ecf7-4f27-a9b8-f001787018f5" alt=""><figcaption></figcaption></figure>

#### Step 6: Please fill the required  details  and Save the details

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FW10ipsvvivMywbBW0BqX%2FScreenshot%201-9-2023%20at%2005.28%20PM.png?alt=media&#x26;token=3066678c-5552-4d9e-a50a-ed786cb8e964" alt=""><figcaption></figcaption></figure>

## Letter template content -Auto populate Information

### The header section of the letter is configured for you. We use the **business information** configured under **Settings -> Business Settings** section to auto generate the header.

### Body of the letter generated is configurable and you can make use of some dynamic variables available for you to setup the templates. The generated letter will automatically populate this information on the letters.&#x20;

### Please reach out to us to add additional variables as per your need.&#x20;

### &#x20;Available Variables:

### Client :<br>

#### {{client.name}}

#### &#x20; {{client.age}}

#### {{client.gender}}

#### {{client.email}}

#### {{client.phone}}

### Business:

#### {{business.name}}

#### {{business.address}}

#### {{business.phone}}

#### {{{business.logo}}}

#### {{business.companyRegistrationNumber}}

#### {{business.gstNumber}}

### Document:

#### {{{document.qrCode}}}<br>

### Letter:

#### {{letter.id}} {{letter.date}}