# Create and send a letter

> Create letters for clients using templates and send them to clients or contacts.

Source: https://support.caspen.com/letters/create-and-send-a-letter
Documentation index: https://support.caspen.com/llms.txt

## Before you begin

Before you begin, make sure you have a Letter form template. If not, see [Set up letter templates](https://support.caspen.com/settings/templates/set-up-letter-templates).

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## How to create and send a letter

1. Open client profile, click **Create letter**.

<figure><img src="https://support.caspen.com/files/MPgPmI7zYhn2RpSIacjK.webp" alt="" width="563"><figcaption></figcaption></figure>

2. Choose a letter template from the dropdown list.

<figure><img src="https://support.caspen.com/files/YYXcMUKaZbRKZZEMyAEH.webp" alt=""><figcaption></figcaption></figure>

3. Complete any required placeholders.

- If the template includes placeholders (for example, a contact name), you will be prompted to select the correct contact.
- The preview on the right will auto-fill client, practitioner, contact, and location placeholder details.

<figure><img src="https://support.caspen.com/files/14uew8V6rGcJCdv6m2oY.webp" alt=""><figcaption></figcaption></figure>

4. **Make any edits** to the letter content.

<figure><img src="https://support.caspen.com/files/Z34UgxnFzL02lbA0pOMU.webp" alt=""><figcaption></figcaption></figure>

5. If you are happy with the letter, click **Create** (top-right).

<figure><img src="https://support.caspen.com/files/oYvNr4Oiu0iLzYpl6COb.webp" alt=""><figcaption></figcaption></figure>

6. To send the letter, click **Send letter**.

<figure><img src="https://support.caspen.com/files/XJtuYt8ZKBp7PU5yLveH.webp" alt=""><figcaption></figcaption></figure>

7. Enter the client or contact name or email in the **Send to** field.
8. Choose how to send the letter:

- **Send as attachment** – Sends the letter as a PDF attachment.
- **Embed in email** – Sends the letter as the body of the email.

9. If everything looks correct, click **Send**.