What is Letters?
The Letters feature allows you to generate personalized letters using data pulled directly from your queries. Before generating letters, you will need to have a letter template set up. Follow the steps below to create a template and generate letters from a query.
How to Set Up a Letter Template
1. Navigate to Queries & Letters from your FormLink Home page.
2. Select the third option, Generate Letters.
3. Paste your desired text or HTML into the Source Code option.
4. Use the Template Fields Reference article to copy and paste any auto-fill fields you would like to include in your letter.
5. Select Save Letter when you are done.
How to Generate Letters from a Query
1. Navigate to Queries & Letters from your FormLink Home page.
2. Select an existing query from your saved queries, or create a new one.
3. Any auto-fill fields you plan to use in your letter must be added as columns in the Column section of your query.
4. Once your columns and conditions are set, select Get Results in the top right of the page.
5. Review your results. You can export them if needed, or proceed directly to the next step.
6. Select a letter template by clicking Load Letter, located in the top left of the page.
7. Select Generate PDF.
8. A file will download to your computer containing a letter for each record in your query. If multiple locations were included in the query, each location will begin on a new page within the same downloaded file.