Referral Letter

In the Main Toolbar, click the Letter dropdown.

To create a referral letter, you must first:

All attached referrals will list under Referrals: Select the referral name, then pick the sheet from the list.

Double-click a letter to open and fill out. Below is a copy of the internal Referral Letter. The default text is defined in the custom sheet. Click on text, then type to edit it. Letter text indicates an area for the letter content.

Send the Letter

To send the letter, click Print/Email.


Click OK.