# Create and send a letter

## 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/using-caspen/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://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2F8oavklm4U9sshU4UU3Kr%2FGroup%20427318426.png?alt=media&#x26;token=89b600ea-453b-478c-bb09-e70c3942a847" alt="" width="563"><figcaption></figcaption></figure>

2. Choose a letter template from the dropdown list.

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FoT0DPYjjMJj1Z0SeXs2q%2FGroup%20427318427.png?alt=media&#x26;token=8a7c6ab6-eb21-47c4-a44c-198ac74566f0" 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://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FUlmN3AC3F9uMQNlxfo54%2FGroup%20427318428.png?alt=media&#x26;token=39d957b9-8c70-4b7a-931e-5e29c9a89d35" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FBVcRJBbj7hvtrHT9M7Tz%2FGroup%20427318428.png?alt=media&#x26;token=1c589a24-6043-475e-ad4b-ecd415cea520" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FlEDrRF9Tsi2SRj3Lu7d9%2FGroup%20427318429.png?alt=media&#x26;token=f1f084c6-6e43-4e21-865e-804f8fc9bad9" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://3848983471-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8mHp6Xvui6hSl3fbco11%2Fuploads%2FbzYrnWHIMohCi8xdFuli%2FGroup%20427318430.png?alt=media&#x26;token=09d054a1-2df2-4cf6-b7f0-74f2dc214b47" 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**.