Setting Up Suitability Letter Templates

Creating a Template

Go to Organisation Settings and find the Suitability Letter Templates section. Select Create New and follow the guidelines provided. There’s no limit on the number of templates you can create.

Once saved, templates can be previewed, edited, or deleted at any time.

Adviser Permissions

Use the Allowed Advisers section on each template to control which advisers can access it.

Adviser Signatures and Job Titles

Each adviser can add their own signature and job title via their individual Edit Profile screen, under the Signature and Role fields respectively. These are used when generating letters.