Purpose

Letter Setup lets account administrators manage editable report letter templates and email defaults used by supported reports.

Use this page when agency-specific wording, formatting, variables, or email text needs to be maintained.

Template List

The Letter Setup page lists report letter types. Each row shows:

Editing a Letter

Choose Edit to open the letter editor. The editor supports the full letter body and variable insertion from the available variable menu.

Email Defaults

Some report letters also support email defaults, including:

Saving

Use Save in the editor to save one edited template. Use Save All from the page header when there are page-level changes to save.

Only account administrators can save letter setup changes.