In myClients, click the Settings icon and choose Letter Templates on the left-hand side.
Next, click the Samples button to access the By Referral Only Templates
Choose a sample from the list, it will be moved into your templates list. Now you can review, edit, and make yours!
If you need additional help:
Please contact your Tech Support team:
We are happy to help :)
800-950-7325 Ex 3401