This guide shows the steps required to create emails and letters (correspondence templates) that can be sent.

Relevant information can be found in the following articles:

• Messages
• Template Layouts
• Correspondence Templates
• Correspondence Template - Add Attachment
• Example Correspondence Templates
• Use Send Info
• Placeholders

Follow these steps:

1. Format Template - create (This forms the framework or signature)
2. Correspondence Template - create (This contains the actual content)