How do I add content to the letter body?

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To manually add letter fields and text

You can manually add Letter Fields and type text.
  1. Navigate to the Letter Body tab.
  2. Navigate to the place in the letter where you wish to add a field.
  3. Right-click in the area. A menu appears.
  4. Select Add Field. A list of all the Letter Fields you selected in the Letter Fields tab appear.
  5. Select the desired field. It appears in the specified location.
  6. Repeat the process until all the fields are placed in the letter.
  7. Type the body of the letter.
  8. Continue to format the rest of the letter.
  9. Click the OK button. The letter is saved.

To import content

You can import existing content into the letter.
  1. Navigate to the Letter Body tab.
  2. Right-click in the Letter Body.
  3. Select Insert> Insert File. The Select Document window appears.
  4. Navigate to the desired folder.
  5. Select the file. Note: You can only import content from .doc.docx.rtf.htm.html, and .css files.
  6. Click the Open button. The content is added to the Letter Body.
  7. Click the OK button. The letter is saved.


To gather multiple rows of data in one letter

You can gather additional information automatically through the Repeat Selection option.


An employee has requested a record of their holidays in 2020.

  1. Navigate to the Letter Body tab.
  2. Insert a two row table into the letter body.
    Right click> Insert> Insert table


    This table should include a header row and a data row.

  3. Create the table headers.
  4. Insert the desired fields.
    Right click> Add Field> Insert [desired field]


    The fields must be from stacked data.

  5. Within the table, highlight the field(s) and right-click. A menu appears.
  6. Select Repeat Selection. The fields are flagged as selected.
  7. Click the OK button. The letter is saved and you are returned to the Letter Definition window.
  8. Select the letter in the Letter Definition window.
  9. Click the Run button. The letter is generated with the additional information pertaining to the fields included.

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