How do I set a default Header and Footer in Letters?

The "Narratives" field that appeared in the Letters Detail has been reconfigured into 2 separate fields: a "Header" field and a "Footer" field.

If you would like the Header and Footer to auto-populate each time you draft a form letter, you will need to set them in your User Settings.

  1. Go to the top right corner and click on the small profile icon to access your user settings.
  2. Scroll all the way to the bottom of the page below "Letters." You will see that the Headers and Footers fields are blank.
  3. Select the correct Header and the correct Footer. Your settings will save automatically.
  4. Go to the "Letters" module and write your form letter as your normally would. For more on adding a form letter, see the article How do I add a new form letter?
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