# Set up letter templates

> Design letter templates to create reusable, formatted letters for referrals, reports, recommendations, and other professional communication.

Source: https://support.caspen.com/settings/templates/set-up-letter-templates
Documentation index: https://support.caspen.com/llms.txt

## Overview

Letter templates help you create consistent documents across your practice. Templates can include placeholders that automatically fill in client, practitioner, and location details, saving time and reducing manual editing.

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## Create a letter template

1. Go to **Settings** → **Letter templates**.
2. Click **Add letter template** (top-right).

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

3. Enter a **Name** for the template.

This is the name that appears in the list when staff choose which template to use.

4. Add your content in the editor.

- Use formatting options (bold, headings, bullet points, alignment) as needed.
- Insert placeholders using the dropdowns (as required). These placeholders will be replaced automatically when the letter is generated.

5. Click **Create**.

<figure><img src="https://support.caspen.com/files/Tzx05usHBkWZ4Q0GiN4Y.webp" alt=""><figcaption></figcaption></figure>

Your new template will now appear in the Active tab and will be available to select when creating a letter from a client profile.

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## Manage letter templates

You can manage templates from the Actions menu next to each item.

<figure><img src="https://support.caspen.com/files/AIHkV42OZrJumF0HdYZB.webp" alt=""><figcaption></figcaption></figure>

#### Edit

Update the template name or content at any time.\
Changes apply immediately and replace the existing version.

#### Duplicate

Create a copy of an existing template to modify without changing the original.

#### Archive

Remove a letter template from active use without permanently deleting it.\
Archived templates cannot be selected when creating letters.

#### Restore

Go to the **Archived** tab → **Actions** → **Restore**\
Restoring returns the template to the Active list and makes it available again for use.

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Now that your templates are set up you can create a letter for a client.