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Address and Send a Letter

You can write a letter and address an envelope to a family or an individual.

Note: To send an email instead of a letter, see Email Letters and Statements.
  1. Locate the appropriate record.
  2. In the navigation pane, click Individual Letter, Label.
  3. Select the report you want.
    1. If you want to create a customized report, click Add to build a simple report or an advanced report.
    2. If you like the format of a default report but want to add an additional field or message, select the report and click Copy. You can customize it and save it with a different name without losing the original report format.
  4. If the family or individual prefers email over regular mail, select to send the letter via email. Click Next.
  5. In the Overview window, you can edit the name and description, select a report owner, and designate report access. Click Next.
  6. Select your printing options, and click Next.
  7. Set the options in the Layout window. Click Preview > Print.