Saved Letters and Letter Records Guide

A guide to the actual letter records users send or reuse, separate from the broader letter-template system.

Printing & Output Communication End-User Guide

Overview

Saved letters help users reuse consistent communication wording without rewriting the same message repeatedly.

Where To Find It

Path: Utilities > Letters

Use the saved-letter screens when the business wants reusable letter records for repeat communication.

How It Works

QBM stores the letter name, subject, body, salutation, complimentary closing, inactive status, and right-to-left setting as a reusable record.

Main Areas

Area What It Means When To Use It
Letter identity Includes the reusable letter name and subject. Use it so users can quickly find the right saved letter.
Body and closing Stores the message content, salutation, and complimentary closing. Use it when the business wants consistent wording.
Layout controls Includes inactive status and right-to-left behavior where needed. Use it for multilingual or retired letter content.

Recommended Workflow

  1. Create the letter with a clear name and subject.
  2. Write the body using the wording you want reused consistently.
  3. Set the salutation and complimentary closing if your process uses them.
  4. Save the letter and reuse it from the relevant communication workflow.

Best Practice

  • Keep letter names recognizable to end users.
  • Review saved letters periodically so outdated wording is retired.
  • Use right-to-left only when the communication language genuinely requires it.