Letterheads
Letterheads can be used to add consistent layouts, headings and footers across Document Templates generated on InTouch.
Creating a Letterhead Template
- Navigate to Settings > Documents > Letterheads
- Select + Document
- Provide a Name for the template which will be used when selecting the template on a matter
- Save
- Select the Upload icon next to the newly created template
- Locate the required file on your computerLetterheads must be a .dotx file
Editing an existing Letterhead Template
- Navigate to Settings > Documents > Letter Heads
- Select the download icon next to the required template
- Make the changes to the downloaded letterhead
- Select the Upload icon next to the template
- Locate the edited file on your device
Managing an existing Letterhead
- Upload: Upload a new document over the previously saved version
- Download: Download the letterhead to your device
- Edit: Amend the name given to the letterhead
- Delete: Select the red cross next to the letterhead to permanently remove it from InTouch.
